4.3

Average Review

Salesforce Sales Cloud

Enterprise-grade CRM for managing leads, opportunities and revenue at scale, with deep customisation and analytics.

Why choose Salesforce Sales Cloud

Salesforce Sales Cloud is designed for organisations that need a CRM to match complex sales processes, multiple teams and ambitious growth plans. It manages leads, accounts, contacts, opportunities and forecasts in one place, with extensive options to customise fields, page layouts, pipelines and workflows around how your business actually sells.

 

Because it’s part of the broader Salesforce platform, Sales Cloud plugs into service, marketing and analytics products, making it possible to build a single, connected view of each customer. It’s widely used by mid-market and enterprise companies that want detailed control, structured processes and robust reporting across regions, teams and product lines.

 

Choose Salesforce Sales Cloud if you want to:

  • Support multiple sales teams, regions and complex pipelines
  • Build detailed, custom workflows and approval processes
  • Use advanced reporting and forecasting across the business
  • Integrate CRM data with service, marketing and other systems
70%
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Choose software that enhances your business operations.

Salesforce capabilities

01. Lead & opportunity management

  • Capture leads from web forms, campaigns and imports, qualify them, and convert them into opportunities linked to accounts and contacts.

02. Customisable pipelines & stage

  • Build multiple pipelines with custom stages for different teams or products, so each segment can track deals in a way that fits their process.

03. Account & contact management

  • Store detailed company and contact records, link them to activities, cases and opportunities, and keep a full history of customer interactions.

04. Activity tracking & tasks

  • Log calls, emails, meetings and tasks against records, and use reminders and queues to make sure follow-ups and handoffs are not missed.

05. Workflow & process automation

  • Use tools like Flow and Process Builder to automate approvals, field updates, task creation, notifications and more, based on business rules.

06. Forecasting & pipeline analytics

  • View forecasts by rep, team, product or region, and analyse pipeline health, win rates and deal velocity to support better planning.

07. Reporting & dashboards

  • Build custom reports and dashboards that show performance at every level—from individual reps to global segments—using real-time CRM data.

08. Collaboration tools (e.g. Chatter)

  • Collaborate inside Salesforce with comments, @mentions and feeds on records, keeping context close to the data instead of buried in email.

09. AppExchange & integrations

  • Extend Sales Cloud with thousands of apps on the Salesforce AppExchange, and integrate with email, calendar, telephony, ERP and more.

10. Mobile CRM access

  • Use Salesforce mobile apps to view pipelines, update records, log activities and access dashboards when working remotely or in the field.

We provide general advice only. Always compare features, pricing and terms before making a final decision.

Our Review

4.3/5

Overal Rating

Customer Support
86%
Easy to use
87%
Easy to set up
72%
Easy to deploy
80%

Sales Cloud is best for mid-market and enterprise companies, or fast-growing SMEs, that need a highly configurable CRM for multiple teams, products and regions.

For very small teams or simple sales processes, Salesforce can be more than you need. Lighter CRMs like Pipedrive, Zoho CRM or HubSpot’s free tier may be a better starting point.

You can configure Salesforce in-house if you have skilled admins, but many organisations work with certified partners to design data models, workflows and integrations.

Salesforce integrates with most major email, calendar, telephony, marketing and ERP tools, either directly or via AppExchange apps and APIs.

It delivers the most value when you have multiple teams using it consistently, clear processes mapped into the system, and leadership relying on Salesforce reports and dashboards to make decisions.

Salesforce Sales Cloud

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