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Salesforce Sales Cloud

Salesforce, Inc. | 1

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External reviews

9,998 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Insurance

Sales Force - Great for keeping track of your accounts

  • February 04, 2022
  • Review verified by G2

What do you like best about the product?
Every account has a "sales cycle" which is an activity/or status that you are on with that particular account; you can write notes, have can set follow up calls and set dates when to do so, etc. It is so helpful and saves you so muhc time in selling. I also love al the reports you can run, you can run a report for certain dates that are so far out and who you need to call for prospects.
What do you dislike about the product?
Honestly, there is not too much I dislike; I wouldn't say I liked that when you added a contact and its contacts with your Microsoft email - it made my email not work. But even with that, you have the option to turn off the syncing with your email.
What problems is the product solving and how is that benefiting you?
Keeping track of all my prospecting. It is a huge time saver when it being orgainzied and staying on top of everything, everything is right there.

    Josh D.

Business Development Manager using Salesforce

  • February 04, 2022
  • Review verified by G2

What do you like best about the product?
Salesforce is quite useful for companies dealing with mass amounts of data. We simply wouldn't be able to do our jobs without such a powerful CRM. Plus, the ability to sync with outreach is quite nice.
What do you dislike about the product?
Salesforce can be a bit hard to navigate if you don't know what you're doing (especially the legacy version of the CRM). It also can take a while to load at times, especially when you are in the middle of navigating multiple tabs. There is also quite a disparity between what people know about salesforce and it is hard to get everyone up to speed. So, you could have some people on teams robustly using salesforce due to existing knowledge, but that knowledge is not easily transferrable to others. I really would like to see Salesforce become more intuitive for new users, because it really can get overwhelming quickly. Also, if it weren't for outreach's integration with salesforce, I don't think that we would be able to enact successful outboudn work based off of salesforce task management alone.
What problems is the product solving and how is that benefiting you?
We are able to see and control the sales process because of good data. This helps with forecasting and ultimately makes us more efficient as an organization. The data is rich and effective. We also can execute very effective outbound work using the integration with outreach. The outreach integration makes everything function perfectly for us.
Recommendations to others considering the product:
It will be very effective, but I do recommend getting good integrations for salesforce.

    Joshua L.

Industry Juggernaut for a Reason

  • February 04, 2022
  • Review verified by G2

What do you like best about the product?
The level of flexibility and customizability reminds me of earlier generation tools that felt like a million building blocks stacked together and rearranged, but modern Salesforce puts some streamlined guardrails around that experience.
What do you dislike about the product?
Today's SaaS market all but necessitates that almost every significant functional customization you want comes with a hefty price tag. I long a bit for the days of shooting from the hip on building out new functions.
What problems is the product solving and how is that benefiting you?
Bringing a massive organization with far-flung policies and tools under a single technology stack is exceptionally difficult, but the overwhelming capability of an industry-standard tool like Salesforce makes it possible. Primed for integration with a never-ending list of other tools, it feels like there isn't anything we can't do.
Recommendations to others considering the product:
Have a well-defined list of priorities for rollout 1.0 that is future-proofed to the extent possible. So much can be done with the tool that your commercial policies can suffer whiplash if the technical functions are leading and not the business needs.

    John G.

Salesforce is a great product that is highly customizable

  • February 04, 2022
  • Review verified by G2

What do you like best about the product?
Some of the best things to like about Salesforce is the ability to customize it to your liking (Our org is on enterprise edition). The ability to quickly add fields, add formulas, install apps on top of it makes it easy to use. It also has the ability to have built-in work flow and notifications that can easily go out and easy to setup. If you need to build out your own custom solutions, there is a developer option with it as well. Overall, if I were to go to a new company and they were using something other than Salesforce, I would highly recommend switching.
What do you dislike about the product?
There is a lot to the product and so many changes that happen with each quarter. As a Salesforce Admin on a part time basis, it's hard to keep up with all the latest changes. Lightning also renders slower than Classic.
What problems is the product solving and how is that benefiting you?
We needed a centralized place for support cases as well as account and lead gen. Using Salesforce we are able to all utilize a single product that can focus in on any of those topics while keeping folks in their lanes. It also has helped from a reporting standpoint as well where we can see Sales by customer, Cases by customer, allow for Forecasting and so much more. We have even built custom objects to help solve issues around tracking additional things for customers that we sell as a service.

    Ken K.

The CRM all others try to be

  • February 04, 2022
  • Review provided by G2

What do you like best about the product?
The vast functionality of Salesforce. Salesforce is not just a CRM but it's a development platform as well. Having the ability to design and develop custom solutions within the framework of SF really separates SF from all others.
What do you dislike about the product?
Using Salesforce right out of the gate. You will need to do some level of customization of the platform for your company. This requires having someone in your corner that, at the minimum, can perform some basic SF admin and customization. And...this doesn't come cheap. I've recommended even for some smaller organizations have someone internally that can do most all of your SF admin. If not, it will become too expensive to use a 3rd party to do this. Only use an outside 3rd party for more complex development and customization.
What problems is the product solving and how is that benefiting you?
Not only can I keep track of ALL my business interactions, but SF is a core piece of software we have built our solution around. If I didn't have SF then it would cost me more to accomplish the same tasks with different pieces of software.

    Eric D.

It's the standard but the interface reminds me of something IBM programmed a decade ago.

  • February 04, 2022
  • Review verified by G2

What do you like best about the product?
I need to use it for work so, no alternative, but nevertheless, the best feature is that most of the info I need is on one page that I can search on.
What do you dislike about the product?
The benefit is that all the info is on one page, but with my company there is so much information that it can be overload at times. I just wish the interface was better. Having to switch between classic and lightning also is frustrating.
What problems is the product solving and how is that benefiting you?
I am in sales and having the ability to capture leads, turn them into contacts, and then convert them into opportunities is critical. Having everything on an opportunity in a single pane of glass is what makes this system win.
Recommendations to others considering the product:
This is the industry standard and I think it does what it says it needs to do and what I need it for for my role. I just wish it would modernize faster.

    Hospital & Health Care

Salesforce CRM Review

  • February 03, 2022
  • Review verified by G2

What do you like best about the product?
There are so many options to customize on Salesforce CRM. At my company, we have a Business Solutions team solely dedicated to assisting and educating users in the platform. Along with the knowledge base from Salesforce, I feel that all of my questions are answered quickly and I can really use the CRM to do exactly what I want.
What do you dislike about the product?
Sometimes I get overwhelmed with the CRM because there is so much that you can do, but like I mentioned above, it's never a real issue because our Business Solutions team and the SF knowledge base always help me when I have questions so I wouldn't even consider it a problem.
What problems is the product solving and how is that benefiting you?
Internal organization, improved communication and employee interaction, more efficiency.
Recommendations to others considering the product:
Utilize the knowledge base and Salesforce experts if you have questions. Make sure you know everything you can actually do inside the platform because you could be surprised at how much more you can do than you realize.

    Matthew F.

Best in class CRM Tool for a reason

  • February 03, 2022
  • Review verified by G2

What do you like best about the product?
The interface is incredibly intuitive and easy to navigate. The depth at which reps are able to view accounts/ contacts/ reports/ forecasts makes the day-to-day responsibilities of a salesperson so much easier and more efficient.
What do you dislike about the product?
I have been a Salesforce Classic user for almost 6 years now and still prefer that experience to Lightening. I feel Lightening is a little more clunky and not as intuitive.
What problems is the product solving and how is that benefiting you?
With SFDC, we are able to effectively manage customer and prospect relationships to help with retention and drive more sales. Have a clean and efficient way to manage deals and sales forecasts allows our company to have a better grasp on revenue achievement and goals.
Recommendations to others considering the product:
There is a reason SalesForce is the leader in the CRM market - they far and away have the best product and is well worth the investment.

    Aditya P.

Lots of functionality, but not very intuitive.

  • February 03, 2022
  • Review verified by G2

What do you like best about the product?
The best part about salesforce is the customization abilities, and we can customize according to our sales process, business needs, involvement of different teams, and whatnot. It is highly flexible in that sense, although the setup is a little tricky and can take quite a bit of time. It supports integrations with almost every major software out there.
What do you dislike about the product?
It is complicated, but that is the downside to having a host of abilities; things become slightly complex and challenging to build and integrate. Nothing that cannot be solved with a bit of extra time and effort, and reading a lot of support documents.
What problems is the product solving and how is that benefiting you?
We used Salesforce to streamline our sales process, customer onboarding, and implementation. Everyone from sales, presales engineering, customer success and GMs, actively use Salesforce at Joveo. It is also integrated with Pandadoc to show contract documents, email marketing tools to log all marketing activities, internet calling tools to log calls automatically.
Recommendations to others considering the product:
Please consider all your integration requirements, sales flow streamlining process before moving ahead with Salesforce.

    Neha P.

BEST CRM ever worked on till date!

  • February 02, 2022
  • Review verified by G2

What do you like best about the product?
Everything! I have been using Salesforce CRM for the past 6-7 years and trust me, the experience has been wonderful! Not even a single complaint.
I have worked as a consultant, customer success manager, and account manager, this is a tool that always comes in handy to understand your accounts in a seamless manner.

I am honestly a fan of salesforce's classic version, very user-friendly. Very easy to navigate through different sections like opportunities, contacts, etc. It's very ease to set up the integration with other software like front, wingman, conga documentation, salesloft, etc.

Absoltue bliss for sales people.
What do you dislike about the product?
I dont dislike anything in particular. Although I am not a fan of salesforce lightning, maybe because I haven't used it much, however, it's a lil difficult to navigate things in lightning compared to classic.
What problems is the product solving and how is that benefiting you?
Easy to work on the sales opportunities and keep a track of them through alerts
Very nice integration with front email, helps keep all the activity history at one place
Calls through wingman are automatically posted/ added to salesforce to keep a track
Very easy to send contracts to your client and view their information at one go

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