Salesforce is a customer relationship management solution that runs on the cloud, popular among medium-sized businesses and enterprises for its flexible features and tools. The platform offers seamless sales automation with a customer interaction database that can be entered automatically based on emails, calendars, and other marketing automation systems such as automated reminders that prompt users to respond to emails. Salesforce is also available on both Android and iOS devices.
Capabilities |
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
Salesforce Sales cloud is a single platform for all the sales needs. It helps the sales teams to improve their productivity with many day to day features available at the finger tips and reduce application switching
Hoping to see CRMA, Tableau and Salesforce native reporting merging into one single reporting tool and available with in sales cloud thus reducing any confusion around the usage of these tools.
CRMA and mainly revenue intelligence with in Salesforce sales cloud help our teams solve pipeline inspection and opportunity management. We also used them to build leadership dashboard and it is helping out senior leaders to get the metrics in real-time.
I find it amazing how you can store all your data in one place. We are able to do so much of what we need in Salesforce. The saying is true for us, if it is not on Salesforce, it doesn't count.
The way Salesforce is always innovating and bringing so much automation is so impressive. There is nothing I can truly say I dislike. Yes, there is always room for improvement, but not enough to say there is something I dislike at the moment.
Organizing all of our data in one place. From contacts, files, and so much more. Not relying on Excel sheets is amazing! Reports are extremely useful for us to help keep track of everything.
Clearly Salesforce Sales cloud is the best for lead and opportunity tracking. Salesforce continues to innovate with AI driven scoring so your prioritize with the best chance of a winning deal. And now chat gpt will make it even easier to sell.
There are very few things that you can find at fault in Sales cloud. You can configure it for simple sales. Or do more complex to meet your needs. You could over complicate your own system.
Across 3 divisions and multiple product lines, we can centralize all sales in a single Salesforce org. And create SOPs to keep all sales actions consistent across our business.
Salesforce Sales Cloud has made significant improvements over the last 10 years with predictive tools and much better reporting. The AppExchange and outisde 3rd party integrations also make it a clear advantage over other products.
The classic to lightning switch has been challenging to get used to. Some of the legacy visual force pages need to be revised to work in lightning. It would be nice to have easier transition to lightning tools.
Sales Cloud helps organize a very complex buying process, we are able to identify and manage multiple accounts across one single project opportunity. This helps increase our win rates.
The Object structure , 360 degree view on customer data
Sometimes the data structure can be complex
Customer data that is not stored online in a cloud.
Einstein activity capture High velocity sales Forecasting Sharings and many more are good features that helps our buiness to grow & complete the sales fast .
The product seems to be good . But there are many knows issues and most if them are listed in idea forum. Still soo many of them are open
It helps to complete the deals faster and easy tracking / reporting all the time. This improves the overall productivity
It's great for focusing a sales team and getting a handle on accurate pipelining
There's a little bit of a learning curve at first adoption
It helps identify why and where we miss
Well integrated and ease of use for Marketing initiatives
A little bit additional effort required to bring other data sources. May be a redundancy for the enterprise who has an already established data warehouses
For better leads
Sales cloud gives me as an accidental admin a creative and innovative way to help improve company business processes as well every day users a way to successfully manage their day to day activities. It provides me as an admin a way to evolve my skills, creativity and challenges me to think outside the box.
There is sometimes not enough resources to provide building a great product or some common functionality is left out that other systems provide and I need to create a work around
It is beginning to provide a more automated system for users that allows the company to gather more informed feed back from its users that has been an issue in the past
Oppportunity management, leads and contacts tie into marketing cloud and we can deliver insights to Tableau.
Not much. Data integrations from other tools
Keeps sales and marketing accountable
Everything in one place from the CRM that does it better than any copy cat. Important as a sales ops director to streamline our processes knowing SF has our analytics handled.
yes, SF is pricey and it can seem complex to learn.
using Engagement has been a huge boost to our team productivity.
The capacity of the application is surprising what can be achieved by making the integrations with the information of our customers brings with it a lot of benefit
What has complicated us is the integration with other applications of the bank where we implement it, in itself it is not a failure as such of Salesforce but rather internal details
The biggest problem that it is solving is the visibility that our team of sales leaders did not have since they did not have visibility of the scope that their teams had.
Sales cloud help us the way we work better!! I really appreciate the way that Salesforce help our account manager to find the right information in the correct time!!
Nothing!! I really like the way that sales cloud works!' Now with the artificial intelligence era, the way Salesforce is improving the quality is awesome!!!!!!!!
Salesforce help our team to track all opportunities they are working. The benefits for our company is the way we can track how the opportunities are and improve better results
In my organisation many teams were still using google sheets to manage their sales cycle, I love how opportunity objects gives the sales path and excitement of how close sales reps are to close the deal and specially the celebration confetti feature
Through your development our users usually complains to have to give to many clicks before moving on to a next stage, that is something that we often iterate until we can have the user friendly experience
Tracking the success of negotiation and pipeline management, reporting and dashboards for senior ship level
It really can do just about anything. If you can dream it, you can do it. It may cost a bit, but it's worth it!
Ease of configuration means that anybody can get in there and really screw things up. More obvious controls to prevent certain changes being made would be good. Salesforce needs to be more public about advising customers to use proper governance.
Keeping track of every interaction with a customer/prospect so we don't step on each other's toes.
- Automation capabilities for lead management, pipeline management, tracking sales performance, analytics and insights - Ability to integrate seamlessly with 1P and 3P apps for additional capabilities and data driven insights
- Sales Forecasting model needs to be more competent as some of the AI powered models in the industry - need to iron out CPQ integration/CPQ capabilities for accelerated deal closures
Solving Account, Contact management, lead management, opportunity management , deal and deal cycle, approvals , forecasting and pipeline management. Sales analytics and sales performance management
Easy to use features for both the sales reps and the sales leaders such as easy task management, forecasting, lead management. The flexibility of the product is a huge plus to meet the custom needs of our business
Some limitations on formatting that would make the layout easier for our agents to navigate. The price and all the add ons make it a large investment to get the full potential of the product.
Our companies CRM the keeps track of our lead and active client pipeline. Helps keep up to date data on our pipeline and helps to avoid fallout of leads. Managers can easily see territories with wins and opportunities
The value it brings to the saler user in the sales planning process and execution of their deals, tracking goals performance
Technical skills gap and need more out of box options in design
Sales planning, goals tracking and visit execution
Enables collaboration by putting docs on the cloud where the whole team can access.
My company doesn't give me full permissions to build and automate on the platform.
Helps our global team communicate seamlessly.
Easy way to grant collaborators an high performance with guided steps.
The connections between master relationship objects that some times dificult.
Team performance, allowing the team to be engaged working all at the same place.