Any organization with leads and a positive pipeline that spans different geographies can benefit from using Salesforce Cloud to manage its entire sales cycle effectively.
Agentforce Sales
Salesforce, Inc.External reviews
10,027 reviews
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Manage records of all incoming leads and offers comprehensive management
What is our primary use case?
How has it helped my organization?
Salesforce includes various objects that help manage records of all incoming leads. These leads may come from different sources, such as workshops or other channels. Once the leads are collected, organizations use various methods to engage with them, including email marketing or direct calls. Each organization has its process for analyzing leads.
For example, if a lead responds to an email, it may be considered a valuable lead. The sales or business development team will then reach out to understand their needs. The qualified leads eventually enter the opportunity pipeline. Salesforce provides a platform to manage and process these leads, from initial collection to closing opportunities, streamlining the entire process.
What is most valuable?
One of Salesforce's key features is its comprehensive management of the opportunity pipeline. You can document all relevant details during client discussions and use Chatter for team communication. Roles and permissions allow team members to see the status of opportunities and plan their actions accordingly. Salesforce offers extensive customization options, allowing you to tailor the opportunity pipeline to meet specific customer needs.
Additionally, Salesforce supports integration with various tools. You can connect it with marketing solutions, whether Salesforce's own or third-party platforms. Telecalling and quotation generation can be managed directly within Salesforce, eliminating the need for separate tools. The platform also facilitates asset assignment during contract phases.
What needs improvement?
One concern with Salesforce's CPQ solution is that the integration and user interface are not as seamless as possible. Although CPQ was successfully integrated into Salesforce following its acquisition, there are still noticeable gaps in the UI and the features. These issues reflect the challenges of merging acquired solutions with the existing Salesforce platform, which, despite successful integration, still shows areas for improvement.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for over five years.
What do I think about the stability of the solution?
Occasionally, certain features may not work due to ongoing maintenance or background updates. If you encounter an issue and raise a ticket, Salesforce responds quickly. Their support team provides direct assistance for major issues.
What do I think about the scalability of the solution?
It can be scaled both horizontally and vertically.
How are customer service and support?
It offers excellent technical support with multiple service levels. For prime customers, on-call support is available. There are three levels of support: at the basic level, you raise a ticket and receive a response based on the ticket's severity within 24 hours, with most issues resolved in a few days. Prime customers benefit from direct, on-call support, ensuring a high level of service.
How was the initial setup?
The initial setup depends on the organization's requirements. It is relatively straightforward for a small organization with only fifty licenses. However, for a larger organization that needs 500 licenses and has extensive requirements, the process becomes more complex due to the significant customization needed. Thus, the setup complexity is directly tied to the client's specific needs.
I rate the initial setup a six or seven out of ten, where one is difficult and ten is easy.
What was our ROI?
It streamlines the entire sales process, allowing top executives, such as the CEO, to easily access sales performance data without connecting with numerous individuals. They can review pipeline statuses and overall performance directly from their laptop. This efficiency significantly benefits CXO-level executives by providing a clear and comprehensive view of sales operations.
What's my experience with pricing, setup cost, and licensing?
Pricing for Salesforce can be high compared to some other products. For example, Zoho often has lower prices.
What other advice do I have?
Forecasting in Salesforce involves analyzing conversion rates and probabilities set by the customer for each deal. For instance, if a positive pipeline is forecasted for six months to a year, you can predict the potential revenue for the upcoming quarter based on these probabilities. Additionally, historical data from previous years can help refine these forecasts. Immediate predictions rely on the current pipeline, while long-term forecasts use historical data to project revenue over the next few years.
Salesforce requires minimal maintenance because it handles infrastructure management itself. The primary maintenance tasks involve managing customizations, adding new users, and addressing evolving requirements, particularly in larger organizations. Other than these updates, Salesforce operates with little need for additional maintenance.
Salesforce can be costly, but it is highly recommendable if it aligns with your organization's needs.
Overall, I rate the solution an eight out of ten.
One of the best cloud service i have used ever
What do you like best about the product?
One of the best CRM application for growing your business with amazing features, ease of implementation, and ease of integration with third-party and add-on options it offers
What do you dislike about the product?
Not the cheapest solution in the market and a Salesforce subscription has to be paid fully upfront for a year (when I used it last time, not sure if it is currently the same scenario or not) so not the best fit for small businesses/startups
What problems is the product solving and how is that benefiting you?
Provide visual workflow, dashboards and reports that benefited to cut implementation time by 50%, good analytics experience, track leads, and gives close relationship as B2B sales
Salesforce made it very simple to get client and customer leads.
What do you like best about the product?
Salesforce was a easy and our go-to tool for work which we use is daily, and now that the new version has been implemented, everything is running well. Our IT team really appreciates the customer care, since they quickly resolve issues.
What do you dislike about the product?
refreshing issue in the old version, the new update is good
What problems is the product solving and how is that benefiting you?
Managing customer leads and keeping track of our agents productivity
Salesforce Sales Cloud is a great tool for managing the leads
What do you like best about the product?
Salesforce Sales Cloud makes it easier to access, understand, and manage leads, assign them, and has multiple options, which makes life easier in terms of managing the data, following up with the leads, and a lot more.
What do you dislike about the product?
Salesforce Sales Cloud is an easy platform to understand, and it has a good support team, so there is nothing to dislike.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud has such a good and friendly support team; hence didn't have any problem
Business Management has become a walk in the park now!
What do you like best about the product?
easy implementation and integration with various other software, customer support team is extremely prompt with providing resolution, makes the entire end to end lead management and tracking a hassle free experience
What do you dislike about the product?
sometimes the software requires multiple times of refreshing the page to update data (maybe due to lag in network)
What problems is the product solving and how is that benefiting you?
Helps in day-to-day lead distribution management and tracking of allotted leads to each employee on the floor, for employees it works well to track lead conversion daily and monthly eventually leading to increase in sales.
Enhances deal closures and have navigation and process flow features
What is our primary use case?
Clients create business opportunities in the life sciences and retail industries. They launch their initiatives using Salesforce CRM and Salesforce Cloud.
How has it helped my organization?
Salesforce Sales Cloud enhances deal closures. We can implement checks to ensure proper data entry with validation rules. For instance, when the first option is selected, the second option can be automatically pre-selected based on default settings, simplifying the user’s job. The user does not need to manually address all possibilities or answer all customer questions. Using permutation and combination constraints, we can automate subsequent selections based on previous choices, managed through validation rules at the back-end level.
What is most valuable?
Primary features include navigation and process flow, which indicate your stage throughout the opportunity’s life cycle. At any given point, it shows your current status and probability. The reports and dashboard functionality are major highlights of Salesforce. Additionally, it is user-friendly and has a simple configuration, making it easily adaptable to any sales-related detail.
What needs improvement?
They should also include ATP and CTP functionality. Whenever there is a sale or opportunity, sales representatives should be able to determine what is available in the inventory and how much can be delivered to the customer. For example, if I take an order today, it might take ten days to produce and deliver the product. This is the ATP. If a customer orders 100 cell phones, the CTP functionality helps determine if we can deliver that quantity.
This insight is provided when ERP systems are integrated, as ERP systems handle inventory. However, even without an ERP system, this information is crucial. The ATP and CTP stock should be monitored or mentioned somewhere in Salesforce to make decisions easier for sales representatives.
If my inventory has 10,000 cell phones from 8 AM to 6 PM at the start of the day, any confirmed orders should reduce this inventory count. We can monitor my inventory in real-time and decide whether to accept new opportunities based on current stock levels.
For how long have I used the solution?
I have been using Salesforce Sales Cloud as a partner for five years.
What do I think about the stability of the solution?
I rate the solution’s stability a nine out of ten.
What do I think about the scalability of the solution?
We cater the solution to medium and large businesses.
I rate the solution’ scalability a nine out of ten.
How are customer service and support?
Support is good.
How was the initial setup?
The initial setup is easy. Deployment will take a minimum of one week. Once you buy the license from Salesforce, it typically takes two to three days. After that, we need to start configuring the system in a separate process.
I rate it an eight out of ten.
What was our ROI?
Our customers have gained significant benefits. The customers I worked with used to manage their leads and opportunities using Excel and other local applications. When we implemented Salesforce, we unified all the data from different companies within a group onto a single platform. We performed the data migration and provided access to all sales representatives.
As a result, the sales process, lead generation, and opportunity management saw a drastic reduction in order processing time. Previously, closing an opportunity took at least two to three weeks. With Salesforce Sales Cloud, due to the visibility of the data structure, insights, and analytics, they could make decisions more quickly.
What's my experience with pricing, setup cost, and licensing?
Pricing is reasonable.
What other advice do I have?
Workflows are a concept and an automation tool. They require a trigger—whenever an action takes place based on user input, the system will trigger a workflow and handle the rest of the tasks. This automation happens with the help of the workflow functionality.
It depends on the organization. For example, if it's a defense-related or government organization, they use the government or private cloud.
I recommend the solution. The availability of resources in the market has increased tremendously. Salesforce technical support, knowledge base, and manpower are widely available. Training materials, tutorials, and other resources are also freely accessible, making it easy for anyone to use Salesforce. It is easy to understand, user-friendly and offers many key features.
Overall, I rate the solution an eight out of ten.
Ability to integrate with Other applications and robust
What do you like best about the product?
User freindly, scalable and robust ecosystem, easy to implement, easy to integrate
What do you dislike about the product?
costly and customization requirements can be challenging
What problems is the product solving and how is that benefiting you?
Helps in tracking customer interaction and sales data
SF review
What do you like best about the product?
User friendly with all the data at place
What do you dislike about the product?
Not any major but sometimes the error check box
What problems is the product solving and how is that benefiting you?
Getting the customer data
Not easy deployment, sucessful performance and engagement
What do you like best about the product?
The most attractive aspect of Salesforce Service Cloud is how simple and easy it is to use - and how easy is in the integration if the sales cloud is already up & running in your organisation. You don't need any support managing neither deep trainning.
What do you dislike about the product?
The less appealing aspect of salesforce service cloud is its UX/UI; it's interface is not very customize by default and you need to pay an extra cost to implement your own or desired UX/UI. In my case, we invest on a UX/UI agency (functional definition) and a signficant extra cost to the technical / implementation partner.
What problems is the product solving and how is that benefiting you?
- 360 view of the customer (all in one view) - addind value to the service lever & customer experience
- tracking all the relevant information about leads
- activating the sales funnel conversions
- managing the call center and other communication channels to customers
- tracking all the relevant information about leads
- activating the sales funnel conversions
- managing the call center and other communication channels to customers
Salesforce Cloud:An Outstanding CRM Application
What do you like best about the product?
Salesforce Sales Cloud is a Fantastic CRM Application can manage business very effectively, best interactions, Can integrate with Other CRM applications with less complexity and many features. what not.
What do you dislike about the product?
Cost is quite more when compared to other CRM applications, Lock in period and support from Customer service
What problems is the product solving and how is that benefiting you?
Integration with Siebel CRM application is the only problem, Salesforce sales cloud is the only option.
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