G2

Jisha Jose T.

Manager, Customer Success

Information Technology and Services

Mid-Market (51-1000 emp.)

7/7/2023

"Salesforce Sales Cloud - For Centralised Customer Operations"

5/5

What do you like best about Salesforce Sales Cloud?

Salesforce Sales Cloud acts as a centralised repository for customer and prospect information. As a CSM it allows me to store and manage data related to contacts, accounts, leads, and opportunities in one place. This centralisation improves data accuracy, eliminates duplication, and gives the Customer success manager team and sales teams a holistic view of customer interactions, facilitating more personalised and targeted effort. The platform includes automated lead routing, opportunity updates, email templates, and workflow automation.

We have integrated the platform with our Hubspot marketing Hub, Intercom, and Chargebee platform. This integration ecosystem helped us to create a unified view of customer interactions across different departments and leverage data from multiple sources to enhance the process and customer experience. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Sales Cloud?

The platform is vast, and hence took immense effort to understand the platform. But once the platform is handy, the ROI is as expected and eases a lot of manual steps required to maintain Excel sheets. Review collected by and hosted on G2.com.

What problems is Salesforce Sales Cloud solving and how is that benefiting you?

As a CSM, we need to maintain customers' Opportunities and make quoted for renewals from time to time. As this is a collaborative task between the sales, the CSM and the Revenue team, the Excel method was unsuccessful, creating confusion and monetary loss. Salesforce Sales Cloud has helped maintain the lead and the opportunities, helping all the departments be on the same page and helping us forecast the revenue without any confusion. Review collected by and hosted on G2.com.