Salesforce Sales Cloud does not have a free version but does offer a free trial.
- Industry: Marketing & Advertising
- Company size: 2-10 Employees
- Used Weekly for 2+ years
Salesforce - Marketing & Lead Gen
We are using Salesforce to streamline new business leads and nurture leads into actual sales. We are able to analyze, vet, engage, and track the progress of the new leads we receive from our Facebook lead gen ads. Salesforce integrates directly into Facebook's Business Manager and automatically imports new leads in real-time. We are also able to see the cost per lead acquired and other rich insights from our Facebook and Instagram ad campaigns that get directly populated into our dash.
Salesforce is one of the most powerful and sophisticated CRMs available. The onboarding process and demos with the reps were exceptionally helpful. The reps really took time to understand our CRM needs, our workflow process, and how we can best utilize/adopt Salesforce into our new business department to grow revenue and track progress. The tool is completely customizable and has very advanced marketing integrations within the cloud. The ability to track leads and history (who followed up and when) and add notes and assign leads to specific people makes the entire workflow so much more efficient. It's worth the price tag if you take advantages of the features.
We wish the marketing cloud add on wasn't so expensive. There are many tools available that offer the same features such as Sprout Social and Hubspot. However, the price was a little steep for the $6,000. I also wish pricing was a bit more transparent. The discounts and contract lengths have been very inconsistent in our experience.
Alternatives ConsideredZoho CRM
Reasons for Choosing Salesforce Sales CloudMuch more advanced features for large scale lead gen needs.
Switched FromHubSpot Marketing Hub
Reasons for Switching to Salesforce Sales CloudGreat reviews and exceptional customer service/reps.
- Industry: Health, Wellness & Fitness
- Company size: 51-200 Employees
- Used Daily for Free Trial
CRM that need more development efforts
Less likely to recommend the service as it is night mare for me to analyze and develop few things
Cost and support is the case, I tried only by seeing their promotions
Very difficult to develop and training employees is the bigger challenge
Alternatives ConsideredZoho CRM
Reasons for Switching to Salesforce Sales CloudI justed tested salesfornce and zoo together but I purchased zoho
- Industry: Computer Software
- Company size: 11-50 Employees
- Used Daily for 2+ years
Salesforce: The Expensive Customizable CRM/Platform
We use Salesforce both as a CRM internally and also a platform to release our web-based software. It's a solid CRM and a solid platform, but it does have some major limitations that really cause us to question our decision to go with Salesforce. The first is the lack of a native backup solution. Salesforce instead asks you to work with third-party backup solutions which are incredibly expensive. If you think your Salesforce licensing is expensive, wait until you ask for a backup provider solution. You are looking at thousands of dollars a month, which is price prohibitive for small companies. Salesforce will let you export your data weekly (not daily) but it's all just in plain CSV files. If you ever need to restore that data, it's nearly impossible. This is largely why the backup providers charge so much, because of the need to rebuild a complex database system with all the relationships, junction objects, etc.The software is extremely customizable, with the ability to create custom objects, fields, relationships on the fly. This is where Salesforce is remarkable -- their code and database renders changes on the fly, so you don't need to wait to use any of these. You can build a custom object, add fields, and start capturing data immediately. Missed a field? Add it and update your page layouts and keep going.However, bear in mind that every feature in Salesforce is also a hurdle.
Extremely customizable and extensibleEasy to build custom objects, fields, relationships between objects, etc.No-code Flows offer an ability to automate your system without resorting to Apex codeAppExchange offers multiple tools to expand your org's usability and integrate with other web-based applicationsMassive infrastructure and widespread adoption increases ability to interact with other web-based applicationsLarge 24/7 support teamPermissions are very granularStrong API support with capability to update org metadata using VS Code and other toolsHIPAA/HITECH/SOC certified
No native backup solution (and if you ever need to restore, good luck!)Very expensiveComplicated licensing and versions (Standard, Enterprise, Unlimited, etc.)Permissions are endlessly complex to configure and maintainEndlessly complex to maintain (private vs public list views, related lists, page layouts, lightning layouts, sharing settings, Flows, reports, dashboards, etc.)Salesforce make changes on a quarterly cycle which can impact your business processesInconsistent platform behaviors (Classic vs Lightning)Limitations can be incredibly frustrating, often with no workaroundsNot an ideal solution for small companies
- Industry: Banking
Running AGILE CRM projects on Salesforce
This is the best of the breed CRM that leverages cloud infrastructure to its fullest. It integrates well with a lot of 3rd party products required in your CRM ecosystem. However, well does not mean its quick and easy..you still are dealing with a packaged application. Which means you will require integration points / interfaces every time you are trying to use the back and the CX front end. This factor is more highlighted during a CX endeavour. It is still the least effort intensive compared to the other top CRM's. One of the key strengths is in the sales / marketing modules.
Its not a product fault or vendor fault. In fact if your are running an agile project on top of this CRM just be mindful of the fact that it is a packaged product so applying a CX layer on top of the back end is not an easy initiative. Simply put it is not a purpose built software it has some good foundations/ technical architecture. If you want to use AWS for a implementation then it is a strong contender.However, if you want to run CRM features in-house and constantly look for the industry depth in functionality then this is a wrong choice.
- Industry: Internet
- Company size: 201-500 Employees
- Used Daily for 2+ years
Heavy but very useful
Having recently been forced to compare another CRM to Salesforce it became clear very quickly that while Salesforce is often lamented for its weight and complexity, it is very much the leader for a reason.
It integrates into pretty much anything, can run configurable reports for days and is our system of truth here.
Like I said, SFDC is a heavy platform. There are tons of features and capabilities that have only the most obscure use (especially to end users), that said this is what allows it to be all things to all people. There are easier-to-use CRMs, that are cheaper and faster but none as robust.