Salesforce Sales Cloud Features
What are the features of Salesforce Sales Cloud?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Knowledge Base
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Technology Glossary Features
View definitions of the features and discover new technology terms.
Salesforce Sales Cloud Categories on G2
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Platform
Customization | Based on 3329 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 85% (Based on 3,329 reviews) | |
Workflow Capability | Based on 3334 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 85% (Based on 3,334 reviews) | |
User, Role, and Access Management | Based on 3359 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 3,359 reviews) | |
Internationalization | Based on 2641 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 84% (Based on 2,641 reviews) | |
Sandbox / Test Environments | Based on 2914 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 85% (Based on 2,914 reviews) | |
Document & Content Mgmt. | Based on 2941 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 81% (Based on 2,941 reviews) | |
Performance and Reliability | Based on 3340 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 3,340 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 2781 Salesforce Sales Cloud reviews. | 81% (Based on 2,781 reviews) | |
Data Synchronization | Syncs lead data within the sales database for consistency and accuracy This feature was mentioned in 374 Salesforce Sales Cloud reviews. | 86% (Based on 374 reviews) | |
Analysis | Provides analysis on lead scores, funnel insights, and both open and closed opportunities 374 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 374 reviews) |
Sales Force Automation
Contact & Account Management | Based on 9137 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 88% (Based on 9,137 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 6086 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 82% (Based on 6,086 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 8864 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 87% (Based on 8,864 reviews) | |
Task / Activity Management | Based on 9124 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 83% (Based on 9,124 reviews) | |
Territory & Quota Management | Based on 7013 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 80% (Based on 7,013 reviews) | |
Desktop Integration | Based on 7309 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 82% (Based on 7,309 reviews) | |
Product & Price List Management | Based on 6451 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 80% (Based on 6,451 reviews) | |
Quote & Order Management | Based on 6351 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 81% (Based on 6,351 reviews) | |
Customer Contract Management | Based on 7106 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 83% (Based on 7,106 reviews) |
Marketing Automation
Email Marketing | Based on 6369 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 79% (Based on 6,369 reviews) | |
Campaign Management | Based on 6693 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 81% (Based on 6,693 reviews) | |
Lead Management | Based on 7711 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 85% (Based on 7,711 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 5137 Salesforce Sales Cloud reviews. | 79% (Based on 5,137 reviews) |
Customer Support
Case Management | See feature definition | Based on 6519 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 83% (Based on 6,519 reviews) |
Customer Support Portal | Based on 6096 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 81% (Based on 6,096 reviews) | |
Knowledge Base | Based on 6492 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 82% (Based on 6,492 reviews) | |
Call Center Features | Based on 5213 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 80% (Based on 5,213 reviews) | |
Support Analytics | Based on 5706 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 82% (Based on 5,706 reviews) |
Integration
Data Import & Export Tools | Based on 2379 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 85% (Based on 2,379 reviews) | |
Integration APIs | Based on 2833 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 85% (Based on 2,833 reviews) | |
Breadth of Partner Applications | Based on 2680 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 85% (Based on 2,680 reviews) |
Mobile & Social
Social Collaboration Features | Based on 5343 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 79% (Based on 5,343 reviews) | |
Social Network Integration | Based on 4974 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 78% (Based on 4,974 reviews) | |
Mobile User Support | Based on 5822 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 77% (Based on 5,822 reviews) |
Reporting & Analytics
Reporting | Based on 8653 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 85% (Based on 8,653 reviews) | |
Dashboards | Based on 8839 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 85% (Based on 8,839 reviews) | |
Forecasting | Based on 7151 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 82% (Based on 7,151 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. This feature was mentioned in 875 Salesforce Sales Cloud reviews. | 85% (Based on 875 reviews) | |
Exporting & Sharing Data | As reported in 907 Salesforce Sales Cloud reviews. Enables user to communicate data by securely exporting and sharing it. | 87% (Based on 907 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. 810 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 810 reviews) | |
Interactive Dashboards | Based on 935 Salesforce Sales Cloud reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 87% (Based on 935 reviews) | |
Data Segmentation | Based on 872 Salesforce Sales Cloud reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 86% (Based on 872 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. 851 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 84% (Based on 851 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 867 Salesforce Sales Cloud reviews. | 86% (Based on 867 reviews) | |
Risk Analysis | As reported in 766 Salesforce Sales Cloud reviews. Warns sales teams of accounts that may be at risk of being lost. | 81% (Based on 766 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 808 Salesforce Sales Cloud reviews. | 83% (Based on 808 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 897 Salesforce Sales Cloud reviews. | 87% (Based on 897 reviews) | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. 772 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 81% (Based on 772 reviews) | |
Account-Based Analytics | As reported in 890 Salesforce Sales Cloud reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 86% (Based on 890 reviews) | |
Activity Tracking | As reported in 958 Salesforce Sales Cloud reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 88% (Based on 958 reviews) |
Content Management
Content Import | Ability to import sales and marketing collateral built outside of the solution 316 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 316 reviews) | |
Content Creation | As reported in 306 Salesforce Sales Cloud reviews. Overall functionality of building unique sales and marketing collateral within the product | 81% (Based on 306 reviews) | |
Templates | Pre-built templates for fast and simple content creation This feature was mentioned in 291 Salesforce Sales Cloud reviews. | 82% (Based on 291 reviews) | |
Advanced Search | As reported in 282 Salesforce Sales Cloud reviews. Ability to search through all content to easily find necessary collateral | 85% (Based on 282 reviews) | |
Content Storage | Based on 300 Salesforce Sales Cloud reviews. Overall storage and organziation capabilities | 83% (Based on 300 reviews) |
Analytics
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral 307 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 307 reviews) | |
Alerts | Based on 306 Salesforce Sales Cloud reviews. Notification as to when a prospects interacts with a piece of collateral | 84% (Based on 306 reviews) | |
Account-Based Engagement | As reported in 189 Salesforce Sales Cloud reviews. The level of engagement for a specific account based on the presented collateral | 84% (Based on 189 reviews) | |
Content Utilization | As reported in 314 Salesforce Sales Cloud reviews. How frequently sales teams use a particular piece of content and its effectiveness | 83% (Based on 314 reviews) | |
Open Rates | Records the rate at which emails are opened. 503 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 503 reviews) | |
Link Activity | Records the rate at which links in emails are followed. This feature was mentioned in 511 Salesforce Sales Cloud reviews. | 84% (Based on 511 reviews) | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 524 Salesforce Sales Cloud reviews. | 83% (Based on 524 reviews) |
Presentation
Live Presentation | Ability to present to a prospect in-person This feature was mentioned in 179 Salesforce Sales Cloud reviews. | 74% (Based on 179 reviews) | |
Screenshare | Virtual presentation capabilities via sharing screens This feature was mentioned in 178 Salesforce Sales Cloud reviews. | 74% (Based on 178 reviews) | |
Mobile Presentation | Based on 169 Salesforce Sales Cloud reviews. The option to present live on a mobile device | 73% (Based on 169 reviews) |
Training
Knowledge Base | Organizes knowledge from fellow sales representatives and other experienced employees for reference. 234 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 234 reviews) | |
Coaching Materials | Offers content and training for new hires within the tool. 227 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 227 reviews) | |
Playbook Creation | As reported in 188 Salesforce Sales Cloud reviews. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | 85% (Based on 188 reviews) | |
Video Record | Records users' practice or live pitches for future reference and improvement. 224 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 84% (Based on 224 reviews) |
Feedback
Review | Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. This feature was mentioned in 216 Salesforce Sales Cloud reviews. | 87% (Based on 216 reviews) | |
Scorecard | As reported in 213 Salesforce Sales Cloud reviews. Provides a scorecard to display team and/or individual performance. | 86% (Based on 213 reviews) | |
Coaching Card | Based on 193 Salesforce Sales Cloud reviews. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | 85% (Based on 193 reviews) | |
Leaderboard | Projects team sales performance publicly to reward and motivate employees. This feature was mentioned in 183 Salesforce Sales Cloud reviews. | 86% (Based on 183 reviews) | |
Real-Time Updates | Based on 207 Salesforce Sales Cloud reviews. Updates sales data in real-time so as to help teams remain close to their goals. | 88% (Based on 207 reviews) | |
Notifications | As reported in 208 Salesforce Sales Cloud reviews. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | 88% (Based on 208 reviews) | |
Competition | Motivates employees by creating time-sensitive competititons that drive performance. 180 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 180 reviews) |
Attribution
Lead Opportunity | Based on 390 Salesforce Sales Cloud reviews. Aligns lead scores with predefined lead distribution criteria | 89% (Based on 390 reviews) | |
Lead Assignment | Based on 394 Salesforce Sales Cloud reviews. Matches and assigns leads to the correct sales representative | 89% (Based on 394 reviews) | |
Pipeline Acceleration | Determines which leads should be prioritized and then accelerates them up the pipeline This feature was mentioned in 376 Salesforce Sales Cloud reviews. | 86% (Based on 376 reviews) |
Discovery
Lead Management | As reported in 397 Salesforce Sales Cloud reviews. Integrates with lead capture and lead intelligence tools to discover leads | 89% (Based on 397 reviews) | |
Scoring/Ranking | As reported in 392 Salesforce Sales Cloud reviews. Creates and assigns scoring system to rank the viability of leads | 86% (Based on 392 reviews) | |
Lead Context | As reported in 374 Salesforce Sales Cloud reviews. Integrates with CRM or marketing automation tools to contextualize lead data | 86% (Based on 374 reviews) |
Management
Conversion Viability | Based on 364 Salesforce Sales Cloud reviews. Reports on and analyzes lead scores to determine the conversion rate of lead opportunities | 85% (Based on 364 reviews) | |
Workflow | Based on 382 Salesforce Sales Cloud reviews. Aligns lead scores and strategy with existing sales operations | 87% (Based on 382 reviews) |
Calling
Record Calls | Records calls for future reference. This feature was mentioned in 142 Salesforce Sales Cloud reviews. | 87% (Based on 142 reviews) | |
Generate Location | Generates an area code local to where the user is calling to increase likelihood of pick-up. This feature was mentioned in 134 Salesforce Sales Cloud reviews. | 85% (Based on 134 reviews) | |
Call Types | Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 143 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 143 reviews) | |
Click-to-Call | As reported in 139 Salesforce Sales Cloud reviews. Gathers contacts from integrated tools, allowing users to call with one click. | 88% (Based on 139 reviews) |
Contacts
Personalization | Retains a log of extraneous contact information such as timezone and contact engagement. This feature was mentioned in 136 Salesforce Sales Cloud reviews. | 88% (Based on 136 reviews) | |
Information Locater | Based on 138 Salesforce Sales Cloud reviews. Finds and opens saved contact information for reference at the time of a new call. | 87% (Based on 138 reviews) | |
Record Prospect Data | Allows users to denote which contacts they believe are prospective customers. 140 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 140 reviews) |
Insights
Notes | Based on 144 Salesforce Sales Cloud reviews. Allows users to take notes during or after the call for future reference. | 91% (Based on 144 reviews) | |
Daily Summary | Based on 142 Salesforce Sales Cloud reviews. Delivers users a daily summary of activity. | 88% (Based on 142 reviews) | |
Automated Voicemails | Based on 137 Salesforce Sales Cloud reviews. Sends automated voicemails to prospective clients who fail to answer. | 83% (Based on 137 reviews) | |
Automated Emails | Based on 148 Salesforce Sales Cloud reviews. Sends automated emails to increase engagement with prospective clients. | 85% (Based on 148 reviews) | |
Sorts Prospects | Organizes contacts based on probability of success. 143 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 84% (Based on 143 reviews) |
Customizations
Email Platform Integration | As reported in 554 Salesforce Sales Cloud reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | 87% (Based on 554 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. This feature was mentioned in 522 Salesforce Sales Cloud reviews. | 85% (Based on 522 reviews) | |
Notifications | As reported in 559 Salesforce Sales Cloud reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 85% (Based on 559 reviews) | |
Email Categorization | Allows for the categorization of emails. 504 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 504 reviews) | |
Templates | As reported in 531 Salesforce Sales Cloud reviews. Allows for the creation of templates for frequently-sent emails. | 84% (Based on 531 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 352 Salesforce Sales Cloud reviews. | 81% (Based on 352 reviews) | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 418 Salesforce Sales Cloud reviews. | 83% (Based on 418 reviews) | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. 354 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 79% (Based on 354 reviews) | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. 432 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 432 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. 395 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 395 reviews) | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 475 Salesforce Sales Cloud reviews. | 88% (Based on 475 reviews) | |
Dashboards | As reported in 506 Salesforce Sales Cloud reviews. Visualizes individual and team insights such as new leads and outbound calls. | 89% (Based on 506 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. This feature was mentioned in 453 Salesforce Sales Cloud reviews. | 86% (Based on 453 reviews) |
Administrative
Integration | Based on 479 Salesforce Sales Cloud reviews. Integrates with CRM and financial systems to help determine goals | 87% (Based on 479 reviews) | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. 445 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 445 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 428 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 428 reviews) |
Lead Facilitation
Customer-facing Chatbot | Based on 246 Salesforce Sales Cloud reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | 85% (Based on 246 reviews) | |
Lead Qualification | Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 266 Salesforce Sales Cloud reviews. | 87% (Based on 266 reviews) | |
Lead Follow-up | Automatically contacts all leads. 288 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 288 reviews) | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. 265 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 265 reviews) |
Organization
Opportunity and Pipeline Management | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 324 Salesforce Sales Cloud reviews. | 89% (Based on 324 reviews) | |
Data Entry | Automates the entry of collected data. 316 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 316 reviews) | |
Integrations / APIs | Based on 309 Salesforce Sales Cloud reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 88% (Based on 309 reviews) |
Performance Analysis
Coaching | Based on 259 Salesforce Sales Cloud reviews. Provides real-time coaching to sales representatives. | 84% (Based on 259 reviews) | |
Peformance Tracking | Tracks and analyzes sales representative performance. This feature was mentioned in 281 Salesforce Sales Cloud reviews. | 88% (Based on 281 reviews) |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 260 Salesforce Sales Cloud reviews. | 84% (Based on 260 reviews) | |
Sales Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 274 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 274 reviews) |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 429 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 429 reviews) | |
Email Tracking/Automation | As reported in 420 Salesforce Sales Cloud reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 84% (Based on 420 reviews) | |
Calls and Voice | Based on 376 Salesforce Sales Cloud reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 80% (Based on 376 reviews) | |
Other Outreach Options | Based on 371 Salesforce Sales Cloud reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 80% (Based on 371 reviews) | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 429 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 429 reviews) | |
Calendar | Based on 377 Salesforce Sales Cloud reviews. Integrates with calendar software so users can seamlessly schedule calls. | 83% (Based on 377 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 392 Salesforce Sales Cloud reviews. | 85% (Based on 392 reviews) |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 393 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 393 reviews) | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 412 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 412 reviews) | |
Workflow Performance | Based on 408 Salesforce Sales Cloud reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 87% (Based on 408 reviews) | |
Sales Coaching and Insights | As reported in 394 Salesforce Sales Cloud reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 83% (Based on 394 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance This feature was mentioned in 327 Salesforce Sales Cloud reviews. | 76% (Based on 327 reviews) |
Call Analytics
Call Recording | See feature definition | As reported in 120 Salesforce Sales Cloud reviews. Records sales calls and facilitates playback | 87% (Based on 120 reviews) |
Machine Learning | As reported in 124 Salesforce Sales Cloud reviews. Utilizes machine learning technology to analyze recorded sales calls | 85% (Based on 124 reviews) | |
Call Analysis | Analyzes or facilitates the analysis of recorded and stored sales calls for insight This feature was mentioned in 119 Salesforce Sales Cloud reviews. | 86% (Based on 119 reviews) | |
Lead Qualification | Leverages analytics to qualify and score calls in real time 119 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 89% (Based on 119 reviews) |
Agent Performance Management
Customer Scoring | Leverages technology to rate or "read" recordings to determine the impact of sales calls 129 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 129 reviews) | |
Speech-to-Text | As reported in 113 Salesforce Sales Cloud reviews. Transcribes sales calls from speech to text | 86% (Based on 113 reviews) | |
Artificial Intelligence | Based on 129 Salesforce Sales Cloud reviews. Utilizes artificial intelligence technology to discover insights within recorded sales calls | 87% (Based on 129 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 373 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 373 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 383 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 383 reviews) | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 342 Salesforce Sales Cloud reviews. | 82% (Based on 342 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 345 Salesforce Sales Cloud reviews. | 79% (Based on 345 reviews) | |
Machine Learning | See feature definition | As reported in 328 Salesforce Sales Cloud reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | 77% (Based on 328 reviews) |
Revenue Sourcing and Forecasting
Revenue History | Based on 43 Salesforce Sales Cloud reviews. Allows users to track how previous revenue forecasts have developed over time | 86% (Based on 43 reviews) | |
Pipeline Management | Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 44 Salesforce Sales Cloud reviews. | 83% (Based on 44 reviews) | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics 44 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 44 reviews) | |
Multi-Device Data Visualization | Based on 41 Salesforce Sales Cloud reviews. Allows users to view data visualizations on several devices | 87% (Based on 41 reviews) | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. This feature was mentioned in 42 Salesforce Sales Cloud reviews. | 83% (Based on 42 reviews) | |
Predictive Forecasting | Provides users with ability to predict upcoming forecast based on AI insights and deal health This feature was mentioned in 36 Salesforce Sales Cloud reviews. | 84% (Based on 36 reviews) | |
Revenue Operations Cadence | Based on 37 Salesforce Sales Cloud reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success | 81% (Based on 37 reviews) |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM 42 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 80% (Based on 42 reviews) | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM 41 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 41 reviews) | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM 39 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 80% (Based on 39 reviews) | |
Marketing Leads | As reported in 42 Salesforce Sales Cloud reviews. Automatically links marketing leads to sales generated opportunities in your CRM | 79% (Based on 42 reviews) | |
Contact Capture | Automatically captures contacts engaged with and associates to relevant accounts in a CRM 36 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 36 reviews) |
Account Management
Nonengaged Accounts | Identifies accounts that sales reps aren't engaging with This feature was mentioned in 43 Salesforce Sales Cloud reviews. | 83% (Based on 43 reviews) | |
Account optimization | Maximizes account coverage by determining the optimal number of accounts per rep 43 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 79% (Based on 43 reviews) | |
Historical Patterns | Identifies common themes among historical deals that are won or lost 40 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 80% (Based on 40 reviews) | |
Rep Performance | Based on 39 Salesforce Sales Cloud reviews. Identifies common themes and actions amongst reps that close the most deals | 82% (Based on 39 reviews) | |
Account Engagement | As reported in 36 Salesforce Sales Cloud reviews. Allows users to track the level of engagement with each account and provides insights on frequency of engagement | 86% (Based on 36 reviews) | |
Historical Win/Loss Patterns | Identifies common themes among historical deals that are won or lost to provide insights into successful strategies This feature was mentioned in 36 Salesforce Sales Cloud reviews. | 83% (Based on 36 reviews) |
Integrations
MS Teams Integration | As reported in 125 Salesforce Sales Cloud reviews. This software integrates with Microsoft Teams. | 81% (Based on 125 reviews) | |
Email Integration | Based on 125 Salesforce Sales Cloud reviews. This software integrates with popular email providers. | 85% (Based on 125 reviews) | |
Zoom Integration | As reported in 126 Salesforce Sales Cloud reviews. This software integrates with Zoom. | 80% (Based on 126 reviews) | |
Google Meet Integration | This software integrates with Google Meet. This feature was mentioned in 124 Salesforce Sales Cloud reviews. | 80% (Based on 124 reviews) | |
Salesforce Integration | Based on 126 Salesforce Sales Cloud reviews. This software integrates with Salesforce. | 88% (Based on 126 reviews) |
Branding & Customizatio
Custom Booking Page | Based on 121 Salesforce Sales Cloud reviews. Provide the ability to create a custom booking page. | 81% (Based on 121 reviews) | |
Personalized Links | Provide the ability to create custom scheduling URLs. This feature was mentioned in 125 Salesforce Sales Cloud reviews. | 82% (Based on 125 reviews) | |
Personalized Web Embed | Provide the ability to create a personalized web embed. 123 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 123 reviews) |
Automatic Rules & Configurations
Set Working Hours | Based on 124 Salesforce Sales Cloud reviews. Allow users to set automatic working hours. | 83% (Based on 124 reviews) | |
Automatic Updates | Based on 124 Salesforce Sales Cloud reviews. Automatically update calendars after a meeting has been booked. | 82% (Based on 124 reviews) | |
Buffer Times | As reported in 127 Salesforce Sales Cloud reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings. | 79% (Based on 127 reviews) |
Generative AI
AI Text Generation | As reported in 97 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt. | 83% (Based on 97 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. 97 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 82% (Based on 97 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 45 Salesforce Sales Cloud reviews. | 82% (Based on 45 reviews) | |
AI Text Generation | Based on 638 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt. | 75% (Based on 638 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. 230 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 74% (Based on 230 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 52 Salesforce Sales Cloud reviews. | 71% (Based on 52 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. 181 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 71% (Based on 181 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Provides ability to score accounts based on potential revenue to prioritize accordingly. 117 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 117 reviews) | |
Revenue Planning | Based on 108 Salesforce Sales Cloud reviews. Provides ability to structure topline revenue goals. | 84% (Based on 108 reviews) | |
Account Segmentation | Based on 113 Salesforce Sales Cloud reviews. Segment accounts based on ideal customer profile and business objectives. | 83% (Based on 113 reviews) | |
Sales Performance | Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. This feature was mentioned in 113 Salesforce Sales Cloud reviews. | 86% (Based on 113 reviews) | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. 112 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 112 reviews) | |
Integrations | Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. This feature was mentioned in 111 Salesforce Sales Cloud reviews. | 87% (Based on 111 reviews) | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. This feature was mentioned in 109 Salesforce Sales Cloud reviews. | 80% (Based on 109 reviews) |
Territory Management - Sales Planning
Territory Management | Based on 110 Salesforce Sales Cloud reviews. Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. | 85% (Based on 110 reviews) | |
Territory Planning | Define territories to ensure optimized market coverage and allocate resources appropriately. This feature was mentioned in 115 Salesforce Sales Cloud reviews. | 83% (Based on 115 reviews) |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. This feature was mentioned in 112 Salesforce Sales Cloud reviews. | 82% (Based on 112 reviews) | |
Capacity Management | Based on 119 Salesforce Sales Cloud reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. | 82% (Based on 119 reviews) | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. This feature was mentioned in 113 Salesforce Sales Cloud reviews. | 83% (Based on 113 reviews) |
Agentic AI - Lead Scoring
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Revenue Operations & Intelligence (RO&I)
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Planning
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Performance Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Email Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Outbound Call Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Sales Coaching
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Enablement
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Sales Engagement
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - AI Sales Assistant
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Conversation Intelligence
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
