![]() ![]() You can create dashboards for all elements of your sales team, your pipeline, and your customer data for a quick real-time overview of performance. The feature that really puts Salesforce Sales Cloud head and shoulders above its competitors is the reporting capabilities and the customization available for dashboards. Salesforce users can tag each other on Chatter posts to keep everyone in the loop. Salesforce Chatter is a feature that enables users to ask questions, post comments, and upload documents within contact, lead, and opportunity records. Since almost every type of record in the app is customizable, you can also make sure that the forecasting is mapped to your existing business processes and sales forecasting techniques.Īlthough Salesforce is a powerful tool in the hands of an individual, it also provides plenty of opportunity for collaboration. With the level of data granularity gathered in Salesforce, it’s not surprising that Sales Cloud can automate highly detailed sales forecasting. Sales Cloud also enables you to record essential data such as “Closed Lost Reason” so you can track performance and make informed decisions about your sales strategy. Within an Opportunity record, users can see the current opportunity stage within the sales cycle, related contacts, campaign influences, and the products and quotes provided with the opportunity. Learn about the best Customer Relationship Management systems on the market today and choose the right one for your business with our Best CRM software guide.Īnother core feature of Sales Cloud is the depth of opportunity management available in the platform. The scores ensure your sales team is spending their time with leads and opportunities that are most likely to close. Once it has gathered enough data, it can assign predictive scores to your leads. ![]() Once activated, the Einstein.ai functionality begins gathering data on your activity and deals. ![]() But one of the most impressive lead management features of Salesforce Sales Cloud is lead scoring. For example, you can schedule a call or automate an email send and create a task to follow up. Within contact and lead records, team members can also create, monitor, and assign tasks. This complete overview into the entire history of a contact or lead provides your sales team with all the information they need in one location. Once you create a lead record, you can monitor the status of the lead in relation to your sales pipeline and create tasks to continue the nurturing process. Under the Contacts view, you can see all the contact information, related opportunities, and accounts, notes, files, and activity for that contact. Salesforce Sales Cloud provides some robust features to enable sales teams to manage all their contacts and nurture leads as effectively as possible. One area in which it falls short compared to competitors is the number of integrations available. It’s a reasonably priced option considering the range of functionality. Zoho provides a high level of customization when it comes to the interface. It’s great for small- to medium-sized businesses, but more advanced sales organizations may find its functionality and reporting capabilities too limited. HubSpot’s UI and simple navigation make it accessible for users of all tech knowledge levels. It’s expensive and requires some expertise when it comes to configuration, so it’s best suited for high-growth or enterprise-level organizations. Salesforce Sales Cloud is one of the most comprehensive CRMs on the market. Limited integration functionality - Clumsier user interface - Customer support is difficult to obtain Limited customization options in comparison to competitors - Reporting and dashboard creation is very limited, particularly on lower pricing tiers Too expensive and complex for small businesses Steep learning curve for set-up and configuration - Requires other - Salesforce products to unlocks its true potential Exceptional mobile app experience - Access to almost all features at lower pricing tiers - Very reasonably priced overall Easy set-up and simple user interfaces - Vast integration options - Reasonable pricing makes it accessible for teams of all sizes Most robust and in-depth functionality in comparison to competitors - Advanced report and dashboard building How does Salesforce Sales Cloud compare to its main competitors? Header Cell - Column 0 ![]()
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