Salesforce Sales Cloud is a CRM for sales teams, sold in five editions per user per month on annual contracts, with a 30-day trial.
Salesforce Sales Cloud is the customer relationship management product Salesforce sells to sales teams, published on its own product pages at salesforce.com/sales. It holds every account, contact, lead and opportunity in one record, so a pipeline lives in a system the whole team reads rather than in a spreadsheet on somebody's laptop. Salesforce, Inc. builds and sells it directly, and licenses it as a cloud subscription per named user. Deals move through Opportunity Management and Pipeline Inspection, with Opportunity Splits and Embedded Forecast Charts behind the forecast. Web-to-Lead Capture and Lead Assignment and Routing bring enquiries in and hand each one to an owner. Quotes, Products and Price Books, Contracts and Orders turn a won deal into paperwork. Flow Builder, Approval Processes and the Lightning App Builder let an administrator reshape the process, and Agentforce adds AI agents beside Call Summaries and Conversation Intelligence. Sales Cloud suits organisations large enough to employ or hire a Salesforce administrator, because the edition decides which capabilities are switched on for the whole org and most of the configuration is theirs to do. Sales operations teams get Sales Territories, Roles and Permissions and sandboxes for staging changes before they reach reps. Smaller teams usually start on Starter Suite and move up when forecasting and automation start to matter. It is bought per named user per month on an annual contract, edition by edition with add-ons priced separately. Reps work it from the Sales Console App at a desk and the Salesforce Mobile App in the field, with full offline use on the upper editions. Email Integration with Gmail or Outlook and Activity Capture keep correspondence attached to the record without anyone retyping it. The Web Services API, AppExchange and MuleSoft connect it to finance, support and marketing systems, while Slack and Tableau Next ship inside the higher tiers. Teams commonly run it on the same account as Salesforce's own service and marketing products.
Features
- Included: Visual sales pipeline
- Included: Contact and company records
- Included: Two-way email sync with Gmail and Outlook
- Not included: Calendar sync and booking links
- Included: Activity and task logging
- Included: CRM workflow automation
- Included: Custom fields and objects
- Included: Lead capture web forms
- Included: Weighted pipeline forecast
- Included: Custom reports and dashboards
- Included: Quotes generated from a deal
- Included: Territory assignment rules
- Included: Duplicate detection and merge
- Included: Native mobile CRM app
- Included: Role-based record permissions
- Included: CRM REST API and webhooks
- Not included: Free CRM plan
- Included: AI-generated record summaries
Additional Features
- Opportunity Management
- Account and Contact Management
- Lead Assignment and Routing
- Web-to-Lead Capture
- Pipeline Inspection
- Advanced Forecast and Pipeline Management
- Embedded Forecast Charts
- Opportunity Splits
Best for
- Sales teams with an administrator to configure the CRM
- Companies standardising on one CRM across sales, service and marketing
- Sales operations teams that forecast by territory
- Enterprises that need sandboxes to stage CRM changes
- Small businesses starting on Starter Suite and growing into Sales Cloud
- Teams that want AI agents inside the CRM rather than bolted on
- Buyers quoted in euros, pounds, Australian dollars, yen or kronor
- Revenue teams reporting pipeline to a board
Use cases
- Tracking opportunities through a customizable sales process
- Forecasting revenue by territory and by rep
- Routing inbound leads to the right owner automatically
- Capturing leads from a website form into the CRM
- Generating a quote from an opportunity record
- Logging calls, emails and tasks against an account
- Building approval processes for discounts
- Reporting pipeline movement on a dashboard
- Scoring leads and opportunities to set priorities
- Summarising sales calls automatically
- Working accounts offline from a phone
- Keeping Gmail or Outlook mail attached to CRM records
User Reviews
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