Salesforce Sales Cloud Reviews & Product Details

Salesforce's sales cloud is one of the best bacause of its end to end sales cycle which is highlly custamizable and user frienddly. There are several things such as the standard objects and the previlage to create custom objects and other things as per the business requirements. I woork as a developer and the lightning flows is life saver because I don;t need to write a single line of code to autoate several things. Review collected by and hosted on G2.com.

The one thing which I dislike about salesforce sales cloud is that the lightning UI is is sometimes takes too much time to get loaded. For example, If I make any kind of changes in the page layout or in flexi page (lightning record page) it takes too much time to get reflected which is a headache for me as a developer. Review collected by and hosted on G2.com.

The best part about sales cloud is the end to end journey of a lead, I can see the business is getting the lead and the entire journey of the lead is something that gives a lot of insight - where to put in more efforts to convert the lead and where the process is going smooth.

Then to have opportunity and product in the same view is additional benefit. This makes the business more efficient without adding much customization. Review collected by and hosted on G2.com.

Lightning record page changes takes quite some time to refresh and reflect. Review collected by and hosted on G2.com.

Salesforce has a pretty robust system and there are so many options for customization according to your need. It can be as complex as you want and as easy as you need.CUstomer support is also fairly good, they contact you via mail and get on call with you to understand the issue fully. Review collected by and hosted on G2.com.

Ohhh salesforce and it's UI, the worst of all and it also takes so much time to reflect those changes, andsometimes even hard refresh doesn't work, you just have to log out and then log in again Review collected by and hosted on G2.com.

I really like the newer tools in Salesforce Sales Cloud like the Agent Force for sales features. This includes tools like the sales development rep agent, the sales coach, and the lead nurturing agent, which bring some sort of AI capabilities to our workflow. These tools significantly reduce the manual tasks we used to do, as they automate a lot of the process. For new teammates, the onboarding agent is also helpful. The sales coach provides good guidance by checking all leads, opportunities, and accounts, offering a holistic view of all the information in one place. The lead nurturing agent automates communication with customers, serving as the first point of contact and saving a lot of time for our human sales reps. I also appreciate that the initial setup is quite easy and straightforward, thanks to the great documentation available from the Salesforce help website. Review collected by and hosted on G2.com.

I find the need for more customizable templates, especially around the AI cases, to be lacking. Having a little more customization would be nice compared to what we have currently. Review collected by and hosted on G2.com.

I really appreciate how accounts, leads, and opportunities can be easily configured for business needs with Salesforce Sales Cloud. It's great that primary small automations can be made very easily, even for someone like me who doesn't have a developer background. As an administrator, with just two to three months of reading, you can customize, create, and start using Salesforce Sales Cloud quickly. The tool makes tasks like sending out emails, updating data on accounts, and creating reports and dashboards very easy. These automations make it straightforward to configure essential processes without needing extensive development experience. Review collected by and hosted on G2.com.

So tool wise, I would say, because it's a multitenant architecture, there are few limits on the number of account records you can save, create, and share. And I would say few things which could be improved is on reporting. It's a platform sales first platform. Which allows creation of simple reports and dashboard buttons. If you need some detail or very micro level of reporting of it, it's a complex requirement. Then Salesforce doesn't work. It's a standard easy reports could be created, but complex reporting is where Salesforce lags. Review collected by and hosted on G2.com.

I really like how customizable it is. You can tailor almost everything workflows, fields, reports, and dashboards to match your business process. The automation tools like Flows and Process Builder save a lot of time, and the real-time insights through reports help in better decision-making. Review collected by and hosted on G2.com.

The setup can be a bit overwhelming at first because of the number of features. It takes time to fully understand and configure everything properly, especially for beginners. But once you get used to it, it becomes very powerful. Review collected by and hosted on G2.com.

I am working with Sales Cloud from around 2+ years now. Sales Cloud Makes Sales Cycle very smooth. From Lead Creation to Lead Conversion, Opportunity Contact Account Creation, It's very Easy and User-friendly Process.

though whole the Product is like wow...but the Lead Conversion Process that Salesforce Provides is the main differentiator between other CRM products and Salesforce. I have worked on some other CRM's also but the Lead Conversion process in Salesforce is very smooth.

Second Best Functionality is EAC (Einstein Activity Capture). EAC provide seamless syncing of Events and Email between Salesforce Org and Outlook/Gmail. we don't need to make note of emails and events separately; Salesforce automatically sync it for us. Review collected by and hosted on G2.com.

Whole the Sales Process is very smooth apart from one thing, which if Lead Auto response Rule.

Recently I was working on Lead Auto response Rule, where we were creating Lead through Standard Object API. but Auto response Rule wasn't getting Triggered. afterwards i figured out that Salesforce Doesn't Trigger Auto response Rules when Lead is created through REST API. then i gone through documentation given by salesforce, but that resolution was only applicable for SOAP API. and at the end i have to manually send that Email to User.

Not sure if there is any reason why salesforce is not providing this functionality. but this should work for Lead which is getting created through API. Review collected by and hosted on G2.com.

What I like best about Salesforce Sales Cloud is how it keeps everything in one place. I don’t have to dig through different tools to figure out what’s going on with an account or opportunity.. It’s all right there. The dashboards and reports also make it easy to get a quick snapshot of my pipeline, which really helps with planning and staying on top of my work. Overall, it just keeps me organized and makes the sales process feel a lot smoother. Review collected by and hosted on G2.com.

The thing I dislike about Salesforce Sales Cloud is that it can feel a bit overwhelming and clunky at times. There are so many features and sections that even simple tasks can take more clicks than they should. Review collected by and hosted on G2.com.

I am in the Salesforce Ecosystem since last 1 year, from my experience I like the whole CRM is build on cloud and one platform to go. If you are using SalesForce Sales Cloud for CRM from Lead capturing to Opportunity closing, it is very streamlined and easy to use. Review collected by and hosted on G2.com.

Despite being the biggest CRM in the world, Salesforce still lacks in the new AI era. Still they have introduced many versions of Agentforce in past few years, but it is not ready to compete with other AIs in the market right now. Review collected by and hosted on G2.com.

A lot of useful features like

Easy for a beginner to navigate through the app

Experts can customize the app using many tools like Flows, Apex and LWC

All standard CRM features out of the box

Available to extend the app using Appexchange apps

The product is high-quality and easy to customize.

Addition of Agentforce can help Sales cloud users to get an AI assistant to help frame emails or to help

Sufficient availability of Salesforce administration and developers, as the product has been in the market for a long time. Review collected by and hosted on G2.com.

The product can be a bit pricey for small organizations

The product does require management buy-in. Like any other CRM if the Sales team does not spend time in entering information about leads, activities then getting an ROI can be challenge Review collected by and hosted on G2.com.