Salesforce Sales Cloud Features
Platform (10)
Customization
Based on 3587 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 3594 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 3618 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 2895 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 3168 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Based on 3189 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 3594 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 3023 Salesforce Sales Cloud reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Data Synchronization
Syncs lead data within the sales database for consistency and accuracy This feature was mentioned in 429 Salesforce Sales Cloud reviews.
Analysis
Provides analysis on lead scores, funnel insights, and both open and closed opportunities 429 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Sales Force Automation (9)
Contact & Account Management
Based on 9458 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
Based on 6391 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Based on 9178 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Based on 9431 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 7313 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 7604 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Based on 6752 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Based on 6652 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Based on 7403 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
Based on 6664 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
Based on 6986 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Based on 8015 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Based on 5424 Salesforce Sales Cloud reviews. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Based on 6809 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Based on 6382 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Based on 6779 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Based on 5495 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Based on 5985 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (3)
Data Import & Export Tools
Based on 2600 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 3054 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 2890 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Mobile & Social (3)
Social Collaboration Features
Based on 5615 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Based on 5246 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Based on 6095 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (3)
Reporting
Based on 8935 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 9122 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Based on 7428 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Data Sourcing (5)
Data Sourcing
Compiles data from a breadth of either internal or external sources. 967 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Exporting & Sharing Data
Based on 998 Salesforce Sales Cloud reviews. Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
Based on 902 Salesforce Sales Cloud reviews. Allows users to view data visualizations on several devices.
Interactive Dashboards
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 1029 Salesforce Sales Cloud reviews.
Data Segmentation
As reported in 962 Salesforce Sales Cloud reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided. 944 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing. 957 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 855 Salesforce Sales Cloud reviews.
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 895 Salesforce Sales Cloud reviews.
Sales Management (4)
Live Pipeline Management
Based on 984 Salesforce Sales Cloud reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
Sales Gamification
As reported in 858 Salesforce Sales Cloud reviews. Enables competition between a sales team by providing things like challenges and scoreboards.
Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 979 Salesforce Sales Cloud reviews.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 1047 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Content Management (5)
Content Import
Ability to import sales and marketing collateral built outside of the solution 352 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Content Creation
As reported in 343 Salesforce Sales Cloud reviews. Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation. 328 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Advanced Search
Based on 319 Salesforce Sales Cloud reviews. Able to easily search, locate, and retrieve relevant content.
Content Storage
As reported in 336 Salesforce Sales Cloud reviews. Provides the ability to store and organize content.
Analytics (7)
Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l This feature was mentioned in 343 Salesforce Sales Cloud reviews.
Alerts
Sends a notification when a prospect engages or interacts with content. 342 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content. 224 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness. 351 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Open Rates
Based on 570 Salesforce Sales Cloud reviews. Records the rate at which emails are opened.
Link Activity
Records the rate at which links in emails are followed. 578 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Attachment Activity
Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 592 Salesforce Sales Cloud reviews.
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference. 259 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Coaching Materials
As reported in 251 Salesforce Sales Cloud reviews. Offers content and training for new hires within the tool.
Playbook Creation
As reported in 211 Salesforce Sales Cloud reviews. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement. This feature was mentioned in 246 Salesforce Sales Cloud reviews.
Feedback (7)
Review
Based on 239 Salesforce Sales Cloud reviews. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Based on 236 Salesforce Sales Cloud reviews. Provides a scorecard to display team and/or individual performance.
Coaching Card
Based on 216 Salesforce Sales Cloud reviews. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Based on 204 Salesforce Sales Cloud reviews. Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals. This feature was mentioned in 228 Salesforce Sales Cloud reviews.
Notifications
Based on 229 Salesforce Sales Cloud reviews. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Based on 202 Salesforce Sales Cloud reviews. Motivates employees by creating time-sensitive competititons that drive performance.
Attribution (3)
Lead Opportunity
Based on 447 Salesforce Sales Cloud reviews. Aligns lead scores with predefined lead distribution criteria
Lead Assignment
Based on 451 Salesforce Sales Cloud reviews. Matches and assigns leads to the correct sales representative
Pipeline Acceleration
Determines which leads should be prioritized and then accelerates them up the pipeline This feature was mentioned in 433 Salesforce Sales Cloud reviews.
Discovery (3)
Lead Management
Integrates with lead capture and lead intelligence tools to discover leads This feature was mentioned in 454 Salesforce Sales Cloud reviews.
Scoring/Ranking
Based on 449 Salesforce Sales Cloud reviews. Creates and assigns scoring system to rank the viability of leads
Lead Context
Integrates with CRM or marketing automation tools to contextualize lead data This feature was mentioned in 431 Salesforce Sales Cloud reviews.
Management (2)
Conversion Viability
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities 419 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Workflow
Aligns lead scores and strategy with existing sales operations 437 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Calling (5)
Record Calls
As reported in 186 Salesforce Sales Cloud reviews. Records calls for future reference.
Generate Location
Based on 177 Salesforce Sales Cloud reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 186 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Click-to-Call
As reported in 183 Salesforce Sales Cloud reviews. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
As reported in 43 Salesforce Sales Cloud reviews. Has auto-dialing or predictive dialing functionality.
Contacts (3)
Personalization
Based on 177 Salesforce Sales Cloud reviews. Retains a log of extraneous contact information such as timezone and contact engagement.
Information Locater
As reported in 180 Salesforce Sales Cloud reviews. Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
Allows users to denote which contacts they believe are prospective customers. This feature was mentioned in 182 Salesforce Sales Cloud reviews.
Insights (6)
Notes
As reported in 187 Salesforce Sales Cloud reviews. Allows users to take notes during or after the call for future reference.
Daily Summary
Delivers users a daily summary of activity. This feature was mentioned in 183 Salesforce Sales Cloud reviews.
Automated Voicemails
As reported in 179 Salesforce Sales Cloud reviews. Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
Based on 189 Salesforce Sales Cloud reviews. Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Organizes contacts based on probability of success. This feature was mentioned in 183 Salesforce Sales Cloud reviews.
Automated Note Taking
Based on 39 Salesforce Sales Cloud reviews. Automatically transcribes and summarizes meeting discussions.
Customizations (5)
Email Platform Integration
Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 622 Salesforce Sales Cloud reviews.
Email Scheduling
Allows administrators to schedule out emails in advance. This feature was mentioned in 590 Salesforce Sales Cloud reviews.
Notifications
As reported in 626 Salesforce Sales Cloud reviews. Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
Allows for the categorization of emails. This feature was mentioned in 571 Salesforce Sales Cloud reviews.
Templates
As reported in 599 Salesforce Sales Cloud reviews. Allows for the creation of templates for frequently-sent emails.
Incentives (4)
Badges
As reported in 440 Salesforce Sales Cloud reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 503 Salesforce Sales Cloud reviews.
Commission Calculator
As reported in 438 Salesforce Sales Cloud reviews. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements. This feature was mentioned in 515 Salesforce Sales Cloud reviews.
Personalization (4)
Profiles
As reported in 484 Salesforce Sales Cloud reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
As reported in 561 Salesforce Sales Cloud reviews. Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 593 Salesforce Sales Cloud reviews.
Goal Setting
As reported in 538 Salesforce Sales Cloud reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Integrates with CRM and financial systems to help determine goals This feature was mentioned in 566 Salesforce Sales Cloud reviews.
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance. This feature was mentioned in 529 Salesforce Sales Cloud reviews.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 510 Salesforce Sales Cloud reviews.
Cartography (4)
Map Design
Ability to create a map from different perspectives and with varying geographic features. 39 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Vector Mapping
Create a map made up of points and lines that may have additional information assigned to them. This feature was mentioned in 35 Salesforce Sales Cloud reviews.
Data Visualization
Based on 39 Salesforce Sales Cloud reviews. Ability to translate data and metrics into charts, graphs, and other ways to communication information.
Overlaying
Based on 39 Salesforce Sales Cloud reviews. Visualize different forms of data in one single image.
Analysis (4)
Predictive Analysis
As reported in 32 Salesforce Sales Cloud reviews. Make informed decisions and predict patterns based on data.
Distance Analysis
Select a point on the map and display data within a certain radius. 38 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Spatial Analysis
As reported in 35 Salesforce Sales Cloud reviews. Use data to gather information about a specific location's geographic features.
Data Stream
Based on 34 Salesforce Sales Cloud reviews. Study data in live time to analyze any changes happening in the location.
Reporting (3)
Data Transformation
The ability to convert the format of source data to one required for the reporting system. 33 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
WYSIWYG Design
Easily design and refine dashboards and reports. This feature was mentioned in 28 Salesforce Sales Cloud reviews.
API Integrations
Integrating APIs that allow you to customize your tool as needed. 26 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads. 271 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Lead Qualification
As reported in 293 Salesforce Sales Cloud reviews. Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads. 315 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Meeting Scheduling
Based on 289 Salesforce Sales Cloud reviews. Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 350 Salesforce Sales Cloud reviews.
Data Entry
Automates the entry of collected data. 341 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Integrations / APIs
As reported in 335 Salesforce Sales Cloud reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Based on 283 Salesforce Sales Cloud reviews. Provides real-time coaching to sales representatives.
Peformance Tracking
Based on 306 Salesforce Sales Cloud reviews. Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
As reported in 284 Salesforce Sales Cloud reviews. Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Based on 298 Salesforce Sales Cloud reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Integrated Workflows (7)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 519 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 511 Salesforce Sales Cloud reviews.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 467 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 462 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
CRM Integration
Based on 521 Salesforce Sales Cloud reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
As reported in 470 Salesforce Sales Cloud reviews. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Based on 483 Salesforce Sales Cloud reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 484 Salesforce Sales Cloud reviews.
Workflow Management
As reported in 502 Salesforce Sales Cloud reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 498 Salesforce Sales Cloud reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 484 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Gamification
Provides gamifaction features to rank sales reps on performance 418 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Call Analytics (4)
Call Recording
Based on 132 Salesforce Sales Cloud reviews. Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls 136 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight This feature was mentioned in 132 Salesforce Sales Cloud reviews.
Lead Qualification
Leverages analytics to qualify and score calls in real time 132 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Agent Performance Management (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls This feature was mentioned in 141 Salesforce Sales Cloud reviews.
Speech-to-Text
Based on 125 Salesforce Sales Cloud reviews. Transcribes sales calls from speech to text
Artificial Intelligence
Based on 142 Salesforce Sales Cloud reviews. Utilizes artificial intelligence technology to discover insights within recorded sales calls
AI and Automation (5)
Lead Prioritization
Based on 463 Salesforce Sales Cloud reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
As reported in 470 Salesforce Sales Cloud reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
Based on 429 Salesforce Sales Cloud reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Based on 433 Salesforce Sales Cloud reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
As reported in 415 Salesforce Sales Cloud reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Revenue Sourcing and Forecasting (7)
Revenue History
Based on 64 Salesforce Sales Cloud reviews. Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 64 Salesforce Sales Cloud reviews.
Dashboard Analytics
As reported in 65 Salesforce Sales Cloud reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices This feature was mentioned in 62 Salesforce Sales Cloud reviews.
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. 62 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Predictive Forecasting
As reported in 56 Salesforce Sales Cloud reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success 57 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM 62 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Email Activity Capture
As reported in 60 Salesforce Sales Cloud reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
As reported in 58 Salesforce Sales Cloud reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Based on 61 Salesforce Sales Cloud reviews. Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM This feature was mentioned in 55 Salesforce Sales Cloud reviews.
Account Management (6)
Nonengaged Accounts
Based on 62 Salesforce Sales Cloud reviews. Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep 62 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Historical Patterns
Identifies common themes among historical deals that are won or lost 59 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Rep Performance
As reported in 58 Salesforce Sales Cloud reviews. Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement This feature was mentioned in 54 Salesforce Sales Cloud reviews.
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies This feature was mentioned in 55 Salesforce Sales Cloud reviews.
Territory Mapping (3)
Custom Territory Mapping
Allows users to control of the sizes, shapes, and quantites of sales team areas This feature was mentioned in 35 Salesforce Sales Cloud reviews.
Strategic Selling
Based on 33 Salesforce Sales Cloud reviews. Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
As reported in 33 Salesforce Sales Cloud reviews. Automatically assigns reps to new sales opportunities that are within their current territories
Route Planning (3)
Lead Priority
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts This feature was mentioned in 32 Salesforce Sales Cloud reviews.
Optimized Sales Routes
As reported in 34 Salesforce Sales Cloud reviews. Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Provides users with live directions en route to the final destination This feature was mentioned in 35 Salesforce Sales Cloud reviews.
Sales Performance Management (3)
Gamification
Based on 30 Salesforce Sales Cloud reviews. Provides users with engaging sales competitions
Performance Dashboards
As reported in 33 Salesforce Sales Cloud reviews. Provides field sales statistics for all sales reps
Sales Rep Tracker
As reported in 33 Salesforce Sales Cloud reviews. Provides data on the data on the performance and whereabouts of reps in the field
Presentation and Forms (3)
Video and Interactive Media
Based on 29 Salesforce Sales Cloud reviews. Provides video capabilties that field reps can use during field sales calls
Digital Contracts
As reported in 32 Salesforce Sales Cloud reviews. Allows field reps to create digital contracts within the software
E-signature
Allows users to collect e-signatures within the software 32 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Integrations (5)
MS Teams Integration
As reported in 156 Salesforce Sales Cloud reviews. This software integrates with Microsoft Teams.
Email Integration
This software integrates with popular email providers. 157 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Zoom Integration
This software integrates with Zoom. This feature was mentioned in 157 Salesforce Sales Cloud reviews.
Google Meet Integration
As reported in 156 Salesforce Sales Cloud reviews. This software integrates with Google Meet.
Salesforce Integration
Based on 157 Salesforce Sales Cloud reviews. This software integrates with Salesforce.
Branding & Customizatio (3)
Custom Booking Page
Provide the ability to create a custom booking page. 151 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Personalized Links
Based on 155 Salesforce Sales Cloud reviews. Provide the ability to create custom scheduling URLs.
Personalized Web Embed
Provide the ability to create a personalized web embed. 154 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Automatic Rules & Configurations (3)
Set Working Hours
Allow users to set automatic working hours. 155 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Automatic Updates
Automatically update calendars after a meeting has been booked. 154 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Buffer Times
Based on 157 Salesforce Sales Cloud reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (7)
AI Text Generation
As reported in 123 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 123 Salesforce Sales Cloud reviews. Condenses long documents or text into a brief summary.
AI Text Summarization
Based on 57 Salesforce Sales Cloud reviews. Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 883 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
AI Text Generation
Based on 292 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 73 Salesforce Sales Cloud reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 269 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Sales Performance Features - Sales Planning (7)
Account Scoring
Provides ability to score accounts based on potential revenue to prioritize accordingly. This feature was mentioned in 175 Salesforce Sales Cloud reviews.
Revenue Planning
As reported in 165 Salesforce Sales Cloud reviews. Provides ability to structure topline revenue goals.
Account Segmentation
Segment accounts based on ideal customer profile and business objectives. This feature was mentioned in 170 Salesforce Sales Cloud reviews.
Sales Performance
Based on 171 Salesforce Sales Cloud reviews. Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.
Sales Forecasting
Forecast sales data for sales teams, individual reps, territories, or products. This feature was mentioned in 169 Salesforce Sales Cloud reviews.
Integrations
Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. This feature was mentioned in 168 Salesforce Sales Cloud reviews.
Scenario Modeling
Abilty to create and run "what-if" scenario modeling to inform business decisions. 165 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Territory Management - Sales Planning (2)
Territory Management
Based on 166 Salesforce Sales Cloud reviews. Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.
Territory Planning
Define territories to ensure optimized market coverage and allocate resources appropriately. 171 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Quota & Capacity Management - Sales Planning (3)
Quota Management
Based on 168 Salesforce Sales Cloud reviews. Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.
Capacity Management
Based on 175 Salesforce Sales Cloud reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.
Quota Planning
As reported in 169 Salesforce Sales Cloud reviews. Design quota targets based on factors such as account size, rep performance, and pipeline needs.
Agentic AI - Lead Scoring (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 52 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Cross-system Integration
As reported in 52 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 52 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Decision Making
Makes informed choices based on available data and objectives 53 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Based on 19 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
As reported in 19 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 19 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 19 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 19 Salesforce Sales Cloud reviews.
Agentic AI - Sales Planning (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 57 Salesforce Sales Cloud reviews.
Multi-step Planning
Based on 56 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
Agentic AI - CRM (7)
Autonomous Task Execution
As reported in 245 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 245 Salesforce Sales Cloud reviews.
Cross-system Integration
Based on 242 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 239 Salesforce Sales Cloud reviews.
Natural Language Interaction
As reported in 237 Salesforce Sales Cloud reviews. Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 239 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 241 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 75 Salesforce Sales Cloud reviews.
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 75 Salesforce Sales Cloud reviews.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 76 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 65 Salesforce Sales Cloud reviews.
Multi-step Planning
Based on 63 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Based on 63 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 64 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Natural Language Interaction
Based on 64 Salesforce Sales Cloud reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Based on 63 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 66 Salesforce Sales Cloud reviews.
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Based on 81 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases 80 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience 80 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 80 Salesforce Sales Cloud reviews.
Proactive Assistance
Based on 80 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Based on 38 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
Natural Language Interaction
As reported in 39 Salesforce Sales Cloud reviews. Engages in human-like conversation for task delegation
Agentic AI - Sales Coaching (4)
Multi-step Planning
As reported in 22 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Based on 22 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 22 Salesforce Sales Cloud reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 22 Salesforce Sales Cloud reviews.
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 32 Salesforce Sales Cloud reviews.
Natural Language Interaction
As reported in 32 Salesforce Sales Cloud reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 32 Salesforce Sales Cloud reviews.
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 89 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 90 Salesforce Sales Cloud reviews.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 87 Salesforce Sales Cloud reviews.
Adaptive Learning
Based on 89 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 89 Salesforce Sales Cloud reviews.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 89 Salesforce Sales Cloud reviews.
Decision Making
As reported in 88 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Based on 26 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Based on 26 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 25 Salesforce Sales Cloud reviews.
Adaptive Learning
Improves performance based on feedback and experience 24 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation 25 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
Based on 25 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 25 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 12 Salesforce Sales Cloud reviews.
Multi-step Planning
Based on 13 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases 12 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Adaptive Learning
Based on 13 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 12 Salesforce Sales Cloud reviews.
Proactive Assistance
As reported in 13 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 13 Salesforce Sales Cloud reviews.
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 33 Salesforce Sales Cloud reviews.
Multi-step Planning
As reported in 33 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc. 25 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Sales Coaching
Based on 25 Salesforce Sales Cloud reviews. Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Based on 25 Salesforce Sales Cloud reviews. Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
As reported in 25 Salesforce Sales Cloud reviews. Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Based on 26 Salesforce Sales Cloud reviews. Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
As reported in 25 Salesforce Sales Cloud reviews. Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.
What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.





