Salesforce Sales Cloud Features
Platform (10)
Customization
Based on 3594 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 3601 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 3623 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 2897 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 3173 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 3192 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 3603 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
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 3028 Salesforce Sales Cloud reviews.
Data Synchronization
Based on 432 Salesforce Sales Cloud reviews. Syncs lead data within the sales database for consistency and accuracy
Analysis
Provides analysis on lead scores, funnel insights, and both open and closed opportunities 432 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Sales Force Automation (9)
Contact & Account Management
Based on 9483 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 6395 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 9210 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 9454 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 7317 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 7610 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 6755 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 6655 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 7407 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 6669 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 6988 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 8027 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 5426 Salesforce Sales Cloud reviews. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Based on 6813 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 6385 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 6784 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 5497 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 5987 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 2604 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 3065 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 2894 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 5618 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 5247 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 6096 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 8946 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 9131 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 7437 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. 965 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 996 Salesforce Sales Cloud reviews.
Multi-Device Data Visualization
As reported in 900 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. 1028 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 960 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Predictive Analytics (4)
Lead Scoring
As reported in 943 Salesforce Sales Cloud reviews. Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 956 Salesforce Sales Cloud reviews.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 853 Salesforce Sales Cloud reviews.
Live Forecasting
Based on 893 Salesforce Sales Cloud reviews. Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 982 Salesforce Sales Cloud reviews.
Sales Gamification
Based on 856 Salesforce Sales Cloud reviews. Enables competition between a sales team by providing things like challenges and scoreboards.
Account-Based Analytics
As reported in 978 Salesforce Sales Cloud reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 1046 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Content Management (5)
Content Import
Based on 352 Salesforce Sales Cloud reviews. Ability to import sales and marketing collateral built outside of the solution
Content Creation
Provides capabilities for building unique sales and marketing content within the product. This feature was mentioned in 343 Salesforce Sales Cloud reviews.
Templates
Based on 328 Salesforce Sales Cloud reviews. Provides pre-built templates for fast and simple content creation.
Advanced Search
Able to easily search, locate, and retrieve relevant content. 318 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Content Storage
Provides the ability to store and organize content. This feature was mentioned in 336 Salesforce Sales Cloud reviews.
Analytics (7)
Reporting
As reported in 343 Salesforce Sales Cloud reviews. Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
Based on 341 Salesforce Sales Cloud reviews. Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content. 223 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Content Utilization
Based on 350 Salesforce Sales Cloud reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Open Rates
As reported in 568 Salesforce Sales Cloud reviews. Records the rate at which emails are opened.
Link Activity
Records the rate at which links in emails are followed. This feature was mentioned in 577 Salesforce Sales Cloud reviews.
Attachment Activity
Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 591 Salesforce Sales Cloud reviews.
Training (4)
Knowledge Base
Based on 258 Salesforce Sales Cloud reviews. Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Based on 250 Salesforce Sales Cloud reviews. Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. This feature was mentioned in 209 Salesforce Sales Cloud reviews.
Video Record
Records users' practice or live pitches for future reference and improvement. 244 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. 239 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Scorecard
Provides a scorecard to display team and/or individual performance. 234 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Coaching Card
Based on 215 Salesforce Sales Cloud reviews. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
As reported in 202 Salesforce Sales Cloud reviews. Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
As reported in 226 Salesforce Sales Cloud reviews. Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Based on 228 Salesforce Sales Cloud reviews. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
As reported in 200 Salesforce Sales Cloud reviews. Motivates employees by creating time-sensitive competititons that drive performance.
Attribution (3)
Lead Opportunity
Aligns lead scores with predefined lead distribution criteria 451 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Lead Assignment
Matches and assigns leads to the correct sales representative This feature was mentioned in 455 Salesforce Sales Cloud reviews.
Pipeline Acceleration
Determines which leads should be prioritized and then accelerates them up the pipeline 435 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Discovery (3)
Lead Management
Integrates with lead capture and lead intelligence tools to discover leads This feature was mentioned in 458 Salesforce Sales Cloud reviews.
Scoring/Ranking
As reported in 452 Salesforce Sales Cloud reviews. Creates and assigns scoring system to rank the viability of leads
Lead Context
Based on 433 Salesforce Sales Cloud reviews. Integrates with CRM or marketing automation tools to contextualize lead data
Management (2)
Conversion Viability
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities 421 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Workflow
Aligns lead scores and strategy with existing sales operations 441 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Calling (5)
Record Calls
Records calls for future reference. This feature was mentioned in 186 Salesforce Sales Cloud reviews.
Generate Location
As reported in 177 Salesforce Sales Cloud reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Based on 186 Salesforce Sales Cloud reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
Based on 183 Salesforce Sales Cloud reviews. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
As reported in 44 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. 182 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Insights (6)
Notes
Allows users to take notes during or after the call for future reference. 188 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Daily Summary
Based on 183 Salesforce Sales Cloud reviews. Delivers users a daily summary of activity.
Automated Voicemails
Based on 179 Salesforce Sales Cloud reviews. Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
Sends automated emails to increase engagement with prospective clients. 189 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Sorts Prospects
Organizes contacts based on probability of success. 183 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions. This feature was mentioned in 39 Salesforce Sales Cloud reviews.
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 621 Salesforce Sales Cloud reviews.
Email Scheduling
Allows administrators to schedule out emails in advance. 590 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Notifications
Based on 625 Salesforce Sales Cloud reviews. Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
Based on 570 Salesforce Sales Cloud reviews. Allows for the categorization of emails.
Templates
As reported in 597 Salesforce Sales Cloud reviews. Allows for the creation of templates for frequently-sent emails.
Incentives (4)
Badges
As reported in 438 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. 502 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Commission Calculator
Based on 436 Salesforce Sales Cloud reviews. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Based on 513 Salesforce Sales Cloud reviews. Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates. 483 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Custom Reports
Generates reports with customizable fields to further understand employee performance. 560 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Dashboards
As reported in 593 Salesforce Sales Cloud reviews. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
As reported in 536 Salesforce Sales Cloud reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
As reported in 565 Salesforce Sales Cloud reviews. Integrates with CRM and financial systems to help determine goals
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance. 528 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Behavior Monitoring
As reported in 509 Salesforce Sales Cloud reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Cartography (4)
Map Design
As reported in 39 Salesforce Sales Cloud reviews. Ability to create a map from different perspectives and with varying geographic features.
Vector Mapping
Based on 35 Salesforce Sales Cloud reviews. Create a map made up of points and lines that may have additional information assigned to them.
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. This feature was mentioned in 38 Salesforce Sales Cloud reviews.
Spatial Analysis
Use data to gather information about a specific location's geographic features. This feature was mentioned in 35 Salesforce Sales Cloud reviews.
Data Stream
As reported in 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
As reported in 28 Salesforce Sales Cloud reviews. Easily design and refine dashboards and reports.
API Integrations
Integrating APIs that allow you to customize your tool as needed. This feature was mentioned in 26 Salesforce Sales Cloud reviews.
Lead Facilitation (4)
Customer-facing Chatbot
Based on 272 Salesforce Sales Cloud reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Based on 295 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
As reported in 290 Salesforce Sales Cloud reviews. Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
As reported in 352 Salesforce Sales Cloud reviews. 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.
Data Entry
As reported in 343 Salesforce Sales Cloud reviews. Automates the entry of collected data.
Integrations / APIs
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. This feature was mentioned in 338 Salesforce Sales Cloud reviews.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives. 284 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Peformance Tracking
As reported in 306 Salesforce Sales Cloud reviews. Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Based on 284 Salesforce Sales Cloud reviews. Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 300 Salesforce Sales Cloud reviews.
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
Based on 511 Salesforce Sales Cloud reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 466 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. 461 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
CRM Integration
As reported in 523 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 468 Salesforce Sales Cloud reviews. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 481 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 483 Salesforce Sales Cloud reviews.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 502 Salesforce Sales Cloud reviews.
Workflow Performance
As reported in 499 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
Based on 416 Salesforce Sales Cloud reviews. Provides gamifaction features to rank sales reps on performance
Call Analytics (4)
Call Recording
Records sales calls and facilitates playback This feature was mentioned in 129 Salesforce Sales Cloud reviews.
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls 133 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Call Analysis
Based on 129 Salesforce Sales Cloud reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
As reported in 130 Salesforce Sales Cloud reviews. Leverages analytics to qualify and score calls in real time
Agent Performance Management (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls 139 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Speech-to-Text
Transcribes sales calls from speech to text 123 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Artificial Intelligence
Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 140 Salesforce Sales Cloud reviews.
AI and Automation (5)
Lead Prioritization
As reported in 462 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 427 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 431 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 413 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
Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 64 Salesforce Sales Cloud reviews.
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities 64 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics This feature was mentioned in 65 Salesforce Sales Cloud reviews.
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
Based on 62 Salesforce Sales Cloud reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health This feature was mentioned in 56 Salesforce Sales Cloud reviews.
Revenue Operations Cadence
Based on 57 Salesforce Sales Cloud reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM This feature was mentioned in 62 Salesforce Sales Cloud reviews.
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
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM 58 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Marketing Leads
As reported in 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 55 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Account Management (6)
Nonengaged Accounts
As reported in 62 Salesforce Sales Cloud reviews. Identifies accounts that sales reps aren't engaging with
Account optimization
Based on 62 Salesforce Sales Cloud reviews. Maximizes account coverage by determining the optimal number of accounts per rep
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 54 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Historical Win/Loss Patterns
As reported in 55 Salesforce Sales Cloud reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Territory Mapping (3)
Custom Territory Mapping
As reported in 36 Salesforce Sales Cloud reviews. Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
Allows users to map your customers to strategically incorporate them into your canvassing and field sales 34 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Automatic Rep Assignment
Automatically assigns reps to new sales opportunities that are within their current territories This feature was mentioned in 34 Salesforce Sales Cloud reviews.
Route Planning (3)
Lead Priority
As reported in 33 Salesforce Sales Cloud reviews. Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
Based on 35 Salesforce Sales Cloud reviews. Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
As reported in 36 Salesforce Sales Cloud reviews. Provides users with live directions en route to the final destination
Sales Performance Management (3)
Gamification
Provides users with engaging sales competitions 31 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Performance Dashboards
Based on 34 Salesforce Sales Cloud reviews. Provides field sales statistics for all sales reps
Sales Rep Tracker
Provides data on the data on the performance and whereabouts of reps in the field This feature was mentioned in 34 Salesforce Sales Cloud reviews.
Presentation and Forms (3)
Video and Interactive Media
Provides video capabilties that field reps can use during field sales calls This feature was mentioned in 30 Salesforce Sales Cloud reviews.
Digital Contracts
As reported in 33 Salesforce Sales Cloud reviews. Allows field reps to create digital contracts within the software
E-signature
As reported in 33 Salesforce Sales Cloud reviews. Allows users to collect e-signatures within the software
Integrations (5)
MS Teams Integration
As reported in 155 Salesforce Sales Cloud reviews. This software integrates with Microsoft Teams.
Email Integration
As reported in 156 Salesforce Sales Cloud reviews. This software integrates with popular email providers.
Zoom Integration
This software integrates with Zoom. 155 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Google Meet Integration
This software integrates with Google Meet. 154 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Salesforce Integration
This software integrates with Salesforce. This feature was mentioned in 157 Salesforce Sales Cloud reviews.
Branding & Customizatio (3)
Custom Booking Page
Based on 150 Salesforce Sales Cloud reviews. Provide the ability to create a custom booking page.
Personalized Links
As reported in 153 Salesforce Sales Cloud reviews. Provide the ability to create custom scheduling URLs.
Personalized Web Embed
As reported in 153 Salesforce Sales Cloud reviews. Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
As reported in 154 Salesforce Sales Cloud reviews. Allow users to set automatic working hours.
Automatic Updates
Based on 153 Salesforce Sales Cloud reviews. Automatically update calendars after a meeting has been booked.
Buffer Times
Provide the ability to incorporate buffer times, leaving time before and after meetings. This feature was mentioned in 155 Salesforce Sales Cloud reviews.
Generative AI (7)
AI Text Generation
As reported in 125 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 125 Salesforce Sales Cloud reviews. Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary. 56 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
AI Text Generation
As reported in 886 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
AI Text Generation
As reported in 291 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 72 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
AI Text Generation
Based on 268 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
Sales Performance Features - Sales Planning (7)
Account Scoring
Provides ability to score accounts based on potential revenue to prioritize accordingly. 174 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Revenue Planning
As reported in 164 Salesforce Sales Cloud reviews. Provides ability to structure topline revenue goals.
Account Segmentation
As reported in 169 Salesforce Sales Cloud reviews. Segment accounts based on ideal customer profile and business objectives.
Sales Performance
Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. 171 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Sales Forecasting
Forecast sales data for sales teams, individual reps, territories, or products. 169 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Integrations
As reported in 167 Salesforce Sales Cloud reviews. Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.
Scenario Modeling
Abilty to create and run "what-if" scenario modeling to inform business decisions. This feature was mentioned in 164 Salesforce Sales Cloud reviews.
Territory Management - Sales Planning (2)
Territory Management
Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. This feature was mentioned in 166 Salesforce Sales Cloud reviews.
Territory Planning
As reported in 171 Salesforce Sales Cloud reviews. Define territories to ensure optimized market coverage and allocate resources appropriately.
Quota & Capacity Management - Sales Planning (3)
Quota Management
As reported in 168 Salesforce Sales Cloud reviews. Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.
Capacity Management
Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. 175 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Quota Planning
Design quota targets based on factors such as account size, rep performance, and pipeline needs. 168 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Agentic AI - Lead Scoring (4)
Autonomous Task Execution
Based on 54 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 54 Salesforce Sales Cloud reviews.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 55 Salesforce Sales Cloud reviews.
Decision Making
As reported in 56 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 19 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 19 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience 19 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
Based on 19 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 19 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Planning (2)
Autonomous Task Execution
As reported in 57 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
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
Capability to perform complex tasks without constant human input This feature was mentioned in 247 Salesforce Sales Cloud reviews.
Multi-step Planning
Ability to break down and plan multi-step processes 245 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Cross-system Integration
Based on 244 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
Adaptive Learning
As reported in 240 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 237 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
Based on 240 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 242 Salesforce Sales Cloud reviews.
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 75 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation 74 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
As reported in 76 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 63 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 61 Salesforce Sales Cloud reviews.
Cross-system Integration
Based on 61 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
Adaptive Learning
As reported in 62 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 62 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 61 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Decision Making
Based on 64 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 80 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 79 Salesforce Sales Cloud reviews.
Adaptive Learning
Improves performance based on feedback and experience 79 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation 79 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 79 Salesforce Sales Cloud reviews.
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
As reported in 39 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 40 Salesforce Sales Cloud reviews.
Agentic AI - Sales Coaching (4)
Multi-step Planning
Based on 21 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 21 Salesforce Sales Cloud reviews.
Adaptive Learning
As reported in 22 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
Decision Making
As reported in 22 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 33 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Natural Language Interaction
Based on 32 Salesforce Sales Cloud reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 33 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 87 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Multi-step Planning
Ability to break down and plan multi-step processes 88 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 85 Salesforce Sales Cloud reviews.
Adaptive Learning
Based on 88 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
Natural Language Interaction
As reported in 87 Salesforce Sales Cloud reviews. Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 88 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Based on 87 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 27 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Multi-step Planning
As reported in 27 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases 26 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 25 Salesforce Sales Cloud reviews.
Natural Language Interaction
Engages in human-like conversation for task delegation 27 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 26 Salesforce Sales Cloud reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 27 Salesforce Sales Cloud reviews.
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 10 Salesforce Sales Cloud reviews.
Multi-step Planning
Ability to break down and plan multi-step processes 12 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 11 Salesforce Sales Cloud reviews.
Adaptive Learning
As reported in 12 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 10 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Proactive Assistance
As reported in 11 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Based on 11 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 32 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
Multi-step Planning
Based on 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. This feature was mentioned in 26 Salesforce Sales Cloud reviews.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates. This feature was mentioned in 26 Salesforce Sales Cloud reviews.
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
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way 25 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments This feature was mentioned in 27 Salesforce Sales Cloud reviews.
End-to-End Customer Journey Insights
Based on 26 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 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.
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.





