Salesforce Revenue Cloud Reviews

Salesforce In Today Business World!

Comments: It is very good and really help get a lot of things in the work day completed.

Pros:

Easy To use and very user friendly. Make work easier to do!

Cons:

Takes a very long time to load and begin to work on the platform.

Salesforce - winner

Comments: Overall its a great program. Definitely an upgrade from previous programs i have had the displeasure of using.

Pros:

This program is very interesting to use, alittle difficult to learn at first, however once you get the hang of it its a breeze.

Cons:

Multiple complicated steps to get to your desired location within the program.

No Expert on Salesforce

Comments: Overall once you have it customized to what your business needs to will capture it all. I just do believe we don't know what we dont know and need more help.

Pros:

I do like we can customize most of the aspect.

Cons:

It is a lot, not for the entry level business or less tech savvy person. I do think for us wanting to grow we will love that we did take on salesforce, however we have used extensive outside consultants to help and I believe still not in a great user space.

Designed to Streamline all your business needs

Comments: It takes a lot of work to incorporate the date but once you get it streamlined, you can sit back and let it do the work for you with little oversight.

Pros:

Does a great job at managing all business prospects and syncing all data to ensure you can pull the right contacts and keep track of the contributions highlighted so you know where you are struggling and who is generating the most revenue throughout the year.

Cons:

There is a lot of data to incorporate and it will take some time to streamline everything Salesforce can do.

Organized System for Data

Comments: Overall I’m happy with my experience using Salesforce

Pros:

I love the tracking of historical data and ability to run reports

Cons:

It’s a bit of a learning curve to understand how to use the program

Great CRM for ANY Business

Pros:

User friendly and it can be personalized for any company's needs.

Cons:

The different viewing methods. I think it should be streamlined.

Excellent Tool for Comapnies

Comments: A reliable tool for ensuring smooth sales/revenue processes with clients worldwide.

Pros:

Tracking revenue and managing international contracts has never been easier with Salesforce.

Cons:

Some features have a learning curve, especially for new users.

Good solution for CRM

Comments: Solution works well for effective CRM and I would recommend it for consideration for a medium-large organization.

Pros:

Makes it easy to govern a large sales team with real time reports and information.

Cons:

My sellers grumble that they spend too much time updating the tool. We tried to improve this by linking their calendar and email to Salesforce, yet then the complaint is the company is "big brother". Anther challenge is the cost of IDs limits the number of admins we allow into the system, hence managers are sometimes encouraged to manage through published reports rather than logging into Salesforce

Beneficial and Great Overall

Comments: I have been using Salesforce for over a year now and have enjoyed the variety of tools and features that the software uses. It's great to be able to use anywhere on any computer. The built in tools help us target our customers and receive analytics on each client.

Pros:

I loved that the software does the work for me.

Cons:

It takes time to get used to and work through.

Salesforce Revenue Cloud is Top of the Line!

Pros:

Team oriented software that saves all of the company's info, great software.

Cons:

Nothing, everything is great about this service.

The market leader in CRM tools

Comments: Salesforce allows you to track all of your business's activity, everywhere, all at once

Pros:

The most comprehensive CRM tool out there, period.

Cons:

The UI needs a refresh. There needs to be better UX to allow page components to load seamlessly, with relevant views

Salesforce revenue review

Pros:

Streamlines the quoting process, allowing sales teams to configure products, set prices, and generate quotes quickly.

Cons:

Users often report a steep learning curve, requiring significant training to utilize all features effectively.

Amazing product

Comments: Amazing helps me see everything at once.

Pros:

Guided quoting and AI Contract lifecycle management Product catalog management Price management Transaction management Dynamic revenue orchestration Fast payment collection Automated electronic payments Automated customer notifications Dunning process flows

Cons:

The steps to get to each category. Wish it was a little more simple

Salesforce Revenue Cloud honest review

Comments: It has been very good, have been using this for more than a year now

Pros:

It is easy to navigate and use unlike other services

Cons:

I guess there are too many options in one place, maybe they can divide them into categories

Salesforce is essentially

Comments: Overall, Salesforce was an essential tool in allowing me to help clients and access the needed information at all times.

Pros:

I liked its ease of use and accessibility, especially friendly design to those new in accounting.

Cons:

I disliked that sometimes things were made unnecessarily complicated.

Very capable but Not for all the businesses

Comments: Overall its capable and comes at a premium package

Pros:

Its scalable and can be integrated with other crm tools and no manual operations

Cons:

Its very expensive, implementation can be complex and adds to the cost. Have to pay for support

Best tool for Sales Agents.

Comments: Overall is good it keeps track of sales and revenue way easier.

Pros:

The integration of AI to assist with the quoting process

Cons:

There is always room for upgrading and updates will fix that for sure!

Salesforce Winner!

Comments: Fantastic!
Helps me keep on top of my own and my teams quotes and sales to ensure I don't miss oppurtunities

Pros:

Allows to manage my own pipeline Gives an overall view of all sales colleagues activity Easily transferrable from CRM system (Sage) Great reporting tools Allows to track and chase quotes easily

Cons:

No prompting or calendar to track sales/quotes Slightly overpriced

If your need is on cloud CPQ, try Salesforce CPQ previously known as Steelbrick

Pros:

It's intuitive UI, and simple QLE page which calculated everything at backrnd

Cons:

Sometimes it becomes hard to migrate data

Salesforce CPQ maintains its ease of deployment and collection of information

Comments: We will be using Salesforce CPQ inside our sales workgroup for a couple of years, but as of today we will be implementing it group-wide. Because of this, we have totally changed the layout we started with. Because we have the ability to incorporate procedures such as marketing rules and approval processes, our sales reps may not need much help.

Pros:

Your support group is wonderful. All the queries I have raised have been answered in a clear and prompt manner. It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.

Cons:

Currently we are not able to display how costs change annually on a quote account. But, I was told this would be implemented in an upcoming update. The web-based sustaining issues could be more specific. He was very confident in his support group because the recommendations on the internet were not clear.

Great Tool for sales heavy orga

Comments: Being able to link all of our revenue processes with the unified model has eased a lot of pain points.

Pros:

Great cloud based tool to track and manage revenue

Cons:

The AI tools didn’t provide much benefit

Easy Product to Use

Pros:

easy to setup and use from starting point onwards

Cons:

Finding out about what I actually needed and getting from website to starting

CPQ for us

Comments: In general we are very pleased with the results from adding CPQ to our ERP.

Pros:

CPQ provides the sales team with a stable and dependable tool for creating complicated quptes.

Cons:

It was NOT easy to set up and it is not intuitive - it requires training and persistence.

Very Easy to Use!

Comments: Overall, Salesforce was a great platform to keep track of potential sales, leads, clients. It was also very easy to input data.

Pros:

I like the fact that it integrates with online search engines.

Cons:

i found it to be a little hard to navigate right away.

Better for Simpler Pricing Modules

Comments: Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.

Pros:

Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.

Cons:

It can be very complicated to implement a pricing structure if you do not have a "simple" pricing module. We have tried 3 separate times (& used certified experts and contractors) to try and implement our pricing module and it did not work- I will say our pricing structure is much more complicated than it should be but its still been a huge issue.