Salesforce Sales Cloud

My best sidekick!

Comments: The design of the product that enables the team to gather all the customer's data in one place makes it one of a kind. Created and managed lots of marketing campaings with Salesforce as well.

Pros:

I cannot think of a day without Salesforce Sales attached next to me as it is my greatest helper! By Salesforce we managed to build such relationships and managed to grow revenue and cannot think of other product. The activity management is such a professional way to maximise productivity. Clients also use Salesforce and it makes effective communication and collaboration with stakeholders, suppliers and customers.

Cons:

Some customer interactions may fail if they are not using the same version of the product. It constantly asks for updates to the latest version otherwise some features may not work properly. Customer service needs to action as soon as possible with any queries.

Alternatives Considered: monday.com and Zendesk Suite

Reasons for Switching to Salesforce Sales Cloud: Tried several demos a couple of years, but decided to go with Salesforce.

Does everything, but doesn't do anything better than competitors

Comments: Overall, it's been a great experience. Salesforce is much more costly than some other options out there, but the issue is once you have it set up. It is difficult and pricey to go to another alternative. That's how they get you hooked, as soon as you're set up. Even if you have headaches with the system, you'll have more headaches trying to leave.

Pros:

Salesforce can do absolutely everything. If you can get an intelligent salesforce administrator, you can customize Salesforce in any way you like to work exactly how you need for your organization.

Cons:

Making organizational changes to the system is sometimes needlessly difficult. To have an efficiently run Salesforce database, you must employ or hire an administrator to make major changes for you. If you're looking to alter major things within the system, oftentimes, you must rely on Salesforce's help, and often that takes a long time and is sometimes difficult to understand their service reps.

Alternatives Considered: Pipedrive, SugarCRM and HubSpot CRM

Reasons for Switching to Salesforce Sales Cloud: At the time, we were able to negotiate an amazing deal with Salesforce. 2 years later that deal disappeared and the prices hiked astronomically

Robust Customization Meets Steep Learning Curve

Comments: Salesforce Sales Cloud has proven to be a robust and comprehensive platform, offering a wide array of customization options that cater to varying business needs. The ability to tailor the platform, coupled with a rich set of features, significantly enhances relationship management with clients, prospects, and partners. However, the steep learning curve and complexity of the platform can pose challenges, especially for smaller companies or those with limited technical resources. The pricing, being on the higher side, might deter smaller organizations, although the value delivered could justify the investment for larger enterprises. Despite minor technical issues, the platform's industry leadership and extensive learning resources like Trailhead provide a supportive environment for users to grow and maximize their utilization of the platform.

Pros:

Salesforce Sales Cloud is highly praised for its robust customization and configuration capabilities, allowing users to tailor the platform to meet their specific operational needs, which is invaluable for managing various relationships including those with prospects, clients, and partners. Another strong suit is the provision of learning resources through Trailhead, a free learning platform that facilitates user acceptance and empowers users to maximize the benefits of the platform. Users commend its comprehensive management features that serve as a robust backbone for organizations, enabling seamless management of marketing leads and other crucial business operations at scale. Being recognized as a leader in the CRM space, Salesforce Sales Cloud's reliability and extensive feature set are seen as essential for business success, reflecting a high level of satisfaction among its user base on Capterra.

Cons:

Salesforce Sales Cloud, despite its extensive capabilities, presents a steep learning curve, particularly for new users, necessitating time and training for proficient usage​​. The platform's complexity, while beneficial for customization, can be overwhelming especially for small companies, posing a challenge for those with limited technical expertise​​. Additionally, the cost factor is a notable concern among users, as the pricing might be substantial, potentially forming a barrier for smaller organizations or those with tighter budgets​​​​. Moreover, some users have pointed out minor technical issues, like the challenge of sorting line items in a quote, indicating room for improvement in certain functional aspects​​.

Salesforce is one of the best and most reliable CRM system

Comments: Using triggers, workflow rules, and approval processes, this software streamlines otherwise time-consuming activities for its users. It's also a fantastic hub for efficient data administration.

Pros:

Customers' inquiries and purchases can be monitored in real time. Users may efficiently manage their own or their company's unique perspectives by creating custom fields, processes, validation rules, etc. I doubt that I could be as productive as I am now without Salesforce. If you want to target the right people at the right time, you need a system that lets you stay on top of things and see things from your prospects' points of view.

Cons:

However, its complex price structure and the fact that businesses need modification and integerations make it too expensive for start-ups and smaller enterprises.

Lead brand in CRM and growing rapidly..

Comments: The system is great and the out of the box features of the Campaign object is great.

Pros:

Easy to configurate without the need to learn code or hire consultancy.

Cons:

Focussed on the use of leads while a non-profit mainly uses contacts.

Alternatives Considered: Dynamics 365

Reasons for Choosing Salesforce Sales Cloud: Less dependent on expensive consultancy.

Switched From: Microsoft Dynamics 365 Customer Voice

Reasons for Switching to Salesforce Sales Cloud: Trailhead is a great free learning platform available for users/admins which makes it easy for user acceptance.