Salesforce Sales Cloud Reviews & Product Details

As a highly certified Salesforce professional with years of hands-on experience using Salesforce Sales Cloud, I can confidently say it’s the most reliable sales platform and CRM I’ve used. From capturing leads to closing deals, it seamlessly supports the entire sales cycle and gives a clear 360° view of every customer. Getting started with Salesforce Sales Cloud was straightforward. The Trailhead learning platform and help documentation made onboarding easy, so I could quickly begin managing opportunities and leads without needing to contact support often. When I did need help, Salesforce support was responsive and resolved issues efficiently, making the experience smooth.

Using Einstein Lead Scoring helped me focus on the highest-priority leads, while Next Best Actions guided my daily decisions to move deals forward efficiently. Automation took care of repetitive tasks, so I could focus on managing opportunities, building client relationships and closing deals. Salesforce Sales Cloud became an essential part of my daily workflow, I rely on it constantly to track progress, manage opportunities and plan next steps. Integrating Slack transformed collaboration. Deal updates, record edits and real-time notifications for pipeline changes came directly into Slack, keeping the team aligned and accelerating decision-making. Integrations with other Salesforce Clouds and third-party tools made key information instantly accessible. Using Salesforce Sales Cloud every day, I experienced faster deal cycles, higher productivity and complete visibility over my pipeline. It’s not just a feature-rich platform — it transformed the way I work, allowing me to focus on what matters most: closing deals and building stronger customer relationships. Review collected by and hosted on G2.com.

I don’t have any major issues with Salesforce Sales Cloud. The platform is constantly evolving and I’m genuinely excited to explore new features as they roll out, which keeps my work fresh and helps me get even more value from the system Review collected by and hosted on G2.com.

I value Salesforce Sales Cloud as my primary CRM tool for effectively managing and tracking my book of business. It stands out for its opportunity creation feature, which is crucial for my financial success, as it's the backbone of how I generate income. Additionally, I appreciate its capabilities in account designation and ownership, as well as activity tracking, which help me maintain a structured and organized approach to managing my accounts. These features combined provide a comprehensive platform for my business operations, allowing me to hold and designate accounts under my name seamlessly. Review collected by and hosted on G2.com.

I find it unclear when there are errors in making an opportunity in Salesforce Sales Cloud. Specifically, it can be difficult to determine which parts of the account require updates to successfully create an opportunity. Review collected by and hosted on G2.com.

What I appreciate most about Salesforce Sales Cloud is its ability to bring together all customer and opportunity information within one intuitive platform. This centralization makes the sales process more efficient, enhances the accuracy of forecasting, and allows me to monitor every interaction. As a result, I can manage deals more effectively and accelerate the process of closing opportunities. Review collected by and hosted on G2.com.

One aspect I find challenging about Salesforce Sales Cloud is that its extensive array of features can be overwhelming, especially for those who are new to the platform. While the customization options are robust and offer a lot of potential, making the most of them often demands extra time and effort to configure workflows and truly maximize the platform’s value. Review collected by and hosted on G2.com.

I appreciate how Salesforce Sales Cloud effortlessly keeps my workday organized, which is crucial as I handle a high volume of outreach. The ability to have everything in one place truly streamlines my workflow. The features I value most include the tasks and activity tracker, along with the lead or opportunity views, as they significantly enhance my ability to manage and organize my entire outreach workflow. These tools help me track leads, log activities, and maintain clarity about all prospects effectively. Furthermore, the elimination of chaos in lead management and the ability to track activities and follow-ups contributes to my consistency. The initial setup of Salesforce Sales Cloud was quite easy and well-supported, which facilitated a smooth transition and integration into my daily operations. Overall, these aspects of Salesforce Sales Cloud make it an invaluable tool in my role. Review collected by and hosted on G2.com.

I find the speed and navigation within Salesforce Sales Cloud somewhat problematic. Switching between leads, tasks, and other pages often feels cumbersome due to slow loading times. This repeated back and forth between various pages disrupts the seamless flow of managing tasks and leads, which affects my efficiency. Review collected by and hosted on G2.com.

The customizability and the underlying platform are huge strengths. We've been able to tailor the lead assignment rules, approval workflows (Flows), and user interfaces (Lightning) to perfectly match our complex enterprise sales methodology. Furthermore, the integration of Einstein AI (for scoring, predictive insights, and now conversational summaries) is moving the platform from a simple data entry tool to a proactive, intelligent sales assistant. Review collected by and hosted on G2.com.

The main point of frustration is tye significant cost and licensing complexity. While the platform delivers immense value, the per-user subscription fees are high, and the price rapidly escalates when adding necessary features like advanced reporting. Review collected by and hosted on G2.com.

It is one of the best CRM today with Einstein adding a very insightful software that I have been using it for almost 8 years. I am also a part of the trail blazers community! Review collected by and hosted on G2.com.

Having used it for many years, I still feel that the user interface could be improved. The product's natural intuitiveness could be enhanced, and I believe incorporating AI into the developer experience would now allow for more efficient handling of admin-level development tasks. Review collected by and hosted on G2.com.

Salesforce Sales Cloud is a powerful and comprehensive CRM platform designed to streamline sales processes and boost productivity for businesses of all sizes. One of the standout features is its AI-powered Einstein analytics that offers predictive insights and smart forecasting, helping sales teams prioritize leads and close deals more efficiently. The platform’s high level of customization and automation capabilities significantly reduce manual tasks, allowing teams to focus on strategic selling. Review collected by and hosted on G2.com.

The platform does have some drawbacks. The initial setup and onboarding can be quite complex, often requiring external expertise or training, which can be a hurdle for smaller teams or businesses new to CRM tools. The cost of licensing and customizations can be a challenge for startups or companies with limited budgets, as advanced features come with a higher price tag. Additionally, while feature-rich, the user interface can sometimes feel cluttered or overwhelming, slowing down adoption for new or non-technical users. Review collected by and hosted on G2.com.

Salesforce is the most used platform in our sales and marketing process. i am using it from more than 3 years. i really appreciate how salesforce sales cloud both sales and marketing workflows. the lead tracking, emails automation and opportunity management features makes it very easy to follow every step of the customer journey. i like the detailed dashboards bring the best results. the automation also saves me doing repetitive follow ups manually. it really changed how we managed and track customer. it keeps both the sales and marketing sides aligned , increasing productivity and improves everything. Review collected by and hosted on G2.com.

The platform is very powerful and feature rich. but that also makes it a bit complex for new users. it take some time to understand all the setting , reports and integration. Also the pricing can be higher for small teams. Review collected by and hosted on G2.com.

Salesforce Sales Cloud stands out for its robust and highly customizable platform, which adapts effortlessly to our business requirements. The user-friendly interface, powerful automation features, and extensive reporting tools have greatly enhanced our sales operations. With functionalities such as lead and opportunity management and real-time analytics, our workflows are more streamlined and productivity has increased. Additionally, its seamless integration with other systems makes it an effective solution for comprehensive sales management from start to finish. Review collected by and hosted on G2.com.

While Salesforce Sales Cloud offers robust features, its complexity may be daunting for newcomers. Setting up and customizing the platform typically demands technical know-how, and maintaining it over time can consume significant resources. The licensing fees may also be prohibitive for small or mid-sized businesses. Furthermore, performance can occasionally lag when handling large amounts of data. Nevertheless, with careful planning and adequate support, the platform’s comprehensive value and capabilities tend to surpass these challenges. Review collected by and hosted on G2.com.

Salesforce is highly comprehensive and flexible for customer relationship management. The ability to create automations, personalized journeys, and advanced segmentations greatly facilitates working with campaigns and communication strategies. The integration between different areas (sales, marketing, and customer service) allows for a unified view of the customer, making actions much more strategic and assertive. I also appreciate the platform's stability and the ability to customize fields, flows, and dashboards according to business needs. Review collected by and hosted on G2.com.

Although it is extremely robust, some features end up being complex for initial configurations, requiring technical knowledge or specialized support. The learning curve is high, especially for those who need to create more advanced automations or reports. Additionally, certain processes could be more intuitive and agile in daily use, as small changes require several steps to be completed. Another point is that, at times, the loading time can impact productivity. Review collected by and hosted on G2.com.