Salesforce offers a comprehensive suite of CRM functionalities to support various aspects of sales and customer relationship management. I am currently focused on managing APAC roadmaps and strategies, and this product has been implemented for Australia and New Zealand this year. While I oversee the broader approach, one of my managers handles the detailed aspects of the implementation. It provides extensive CRM capabilities, including but not limited to case management. It can also integrate with other ERP systems, allowing for a more holistic view of sales and operations.
Agentforce Sales
Salesforce, Inc.External reviews
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Sales Cloud
What do you like best about the product?
The capabilities available with sales cloud are great.
What do you dislike about the product?
Can be a little difficult to get it just right for your business. Needs fine tuning.
What problems is the product solving and how is that benefiting you?
Still early on but helping with prospecting.
Very informative
What do you like best about the product?
Seeing a different solution approach to what my company's current solution is
What do you dislike about the product?
This survey isn't user friendly. Too many things to do to get to it.
What problems is the product solving and how is that benefiting you?
It's our main source of sales data
Sales Cloud - Nice except on some mandatory information
What do you like best about the product?
The out of the box configuration is already a great base setup for many company sales pipelines, and the capabilities to adap it to the needs of the customer make the salesfoce sales cloud quite a useful tool
What do you dislike about the product?
There are certain "mandatory" fields that we have come to realize are not applicable for our processes or that are simply not know at early stages of the process. And because of them being mandstory, we end up with some random information from time to time
What problems is the product solving and how is that benefiting you?
It's our company main source to rack b2b sales
Sales cloud feedback
What do you like best about the product?
Easily accessible APIs that fits in most use cases
What do you dislike about the product?
Slow turn around time for feature requests
What problems is the product solving and how is that benefiting you?
Converting leads
Good for newbies and pros alike
What do you like best about the product?
It's a great way to benefit from best practices. So if you're just starting out or even a seasoned pro, you can always improve your sales motion.
What do you dislike about the product?
There's definitely a learning curve and it takes a bit of time to master.
What problems is the product solving and how is that benefiting you?
Ease of integrations across multiple internal tools.
Salesforce Sales Cloud: Pros and Cons
What do you like best about the product?
Lead and Opportunity Management: Effectively manage leads and track sales opportunities throughout the pipeline.
What do you dislike about the product?
Complexity: Its extensive features and customization options can be overwhelming, requiring significant time and expertise to set up and manage.
What problems is the product solving and how is that benefiting you?
Enhanced Visibility and Reporting: The platform’s robust analytics and reporting tools provide insights into sales performance, pipeline health, and forecasting, helping teams make data-driven decisions and identify areas for improvement.
Powerful tool but lacks some basic features
What do you like best about the product?
Seamless integrations with multiple sales tools
What do you dislike about the product?
It's just too much at times, I feel it could be more user friendly
What problems is the product solving and how is that benefiting you?
Its a one stop shop for all the information about an account or a contact. Definitely a great tool, has native integrations with all the other sales tools like Outreach, Zoominfo and 6sense from within the Salesforce window.
Highly Customisable but still feel very manual
What do you like best about the product?
The Customization and Flexibility is ofcourse a massive plus. Additionally, the cloud based accessbility is a game changer and where the industry is headed.
What do you dislike about the product?
Data Entry feels extremely manual and there is almost no Automation which makes individuals like myself burdened with redundant tasks
What problems is the product solving and how is that benefiting you?
A one stop shop for all my account information
Offers a comprehensive suite of CRM functionalities but has limitations and high costs
What is our primary use case?
How has it helped my organization?
At our pharmaceutical company, we previously struggled with properly logging customer cases. Now, we can track cases effectively and manage responses more efficiently. We can also attach relevant documents directly to each case, which is a significant improvement over our previous system, in which everything was handled via email. This change enhances our ability to monitor cases and track their progress over time. Additionally, we have access to reporting features, including KPIs and dashboards, which allow managers and team leaders to review case-related data and performance metrics.
What needs improvement?
We do have a backlog, and we're currently working on addressing it. However, we're trying to overcome some limitations with the standard Salesforce features. We're exploring options to find a technical resource who can assist us with this backlog.
Certain fields are not editable using standard Salesforce features, and I'm not fully aware of the specifics regarding this. Additionally, we're experiencing issues with copying and pasting data, which is impacting the efficiency of our customer service. These are the main challenges we're currently facing.
For how long have I used the solution?
I have been using Salesforce Sales Cloud since April.
What do I think about the scalability of the solution?
12-15 users are using this solution.
It is scalable, but scaling it to meet the diverse needs of the APAC market can be challenging. Each market has unique requirements; for example, Australia and New Zealand might need to view only seven fields or features, while China might require twelve. The current setup displays all 40 fields, which makes it difficult to tailor the system to specific market needs. Improving flexibility to customize and control what each market sees would address these challenges and better support the varying requirements across regions.
How was the initial setup?
Understandably, transitioning from a basic system to a feature-rich technology can be overwhelming. While I haven't been directly involved in the execution, it seems clear that comprehensive training could address many of these issues. The shift to using a technology with numerous features can be challenging, especially when users face more information than they need. For instance, displaying too many options when only a few are necessary can create confusion. This feedback highlights the need for improved training and possibly some adjustments to the user interface to streamline the experience and focus on what's essential.
What's my experience with pricing, setup cost, and licensing?
It is expensive.
Which other solutions did I evaluate?
We're using SAP Commerce.
What other advice do I have?
Previously, tracking cases effectively was a challenge, but with the recent improvements, we now have a better mechanism for monitoring cases received from customers. To enhance its functionality further, it would be beneficial to integrate this with an ERP or SAP system in the future. For instance, linking cases to trigger returns or other processes isn't set up yet.
Overall, I rate the solution a six out of ten.
Sales Cloud Rview
What do you like best about the product?
Opportunity Pipeline Traceability
Ease of Use
Ease of Use
What do you dislike about the product?
Lack of CPQ Capabilities
Customer Support
Customer Support
What problems is the product solving and how is that benefiting you?
Ease of Pipeline & Deal Velocity
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