February 6, 2015

Salesforce Sales Cloud: Looking Under the Hood

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Tags: CRM

Salesforce Sales Cloud could be viewed as the Cadillac of customer relationship management (CRM) software. Last year, the company took in over $3.6 billion in subscription and report revenue, thanks in large part to contracts with companies such as GE Aviation, Time Warner Cable, and the American Red Cross.

But there are still many businesses that only have a superficial understanding of this product. They aren’t sure if Salesforce is actually a good fit for their needs or how it compares to other solutions. In order to help such companies, we decided to look under the hood of Salesforce Sales Cloud.

Home Screen/Dashboards

After logging into Salesforce, the first thing you’ll notice is the home screen, which is styled like a social media newsfeed. This lets your team see important company and customer updates and get an idea of which team members are working with which clients. It’s also a great resource for collaboration, since users can comment on activity and share relevant information while it’s still hot.

The other main section of the home screen is the Dashboard tab, which gives users a roll-specific summary of goals in progress and a picture of how those goals feed into the sales pipeline. From the dashboard tab, you can also view any open service cases by type or status and create sharable charts. The dashboards layout can be adjusted to suit anyone in the company, from the sales rep to the CEO.

Contacts, Accounts, and Opportunities

In the contacts tab, you begin with an overview of recent contacts, standard reports, and various back-end tools. From here, you can enter specific contacts and view a comprehensive profile that includes social media information, activity and campaign history, along with connections to specific accounts or companies. The account associated with each contact has its own page that lists basic information about the company, contacts within the company, open activities, and opportunities. You can navigate to any of these sections with one click.

An opportunity detail, for example, will pull up pertinent information about a deal in progress: amount, stage, probability, forecast category, related products, and the ability to enter notes, file attachments, and quotes.


The Campaigns tab helps marketers manage and track campaigns across multiple channels and make decisions about where to invest more effort. Similar to the main dashboard, each campaign overview displays real-time numbers related to the campaign’s progress, such as total responses and converted leads. Users can also drill down to individual leads to see which campaign they came from and any associated tasks.


Salesforce’s reports function is built to give decision-makers access to real-time insight about sales, marketing, and service data. In the reports tab, you can create reports on almost any metric by opening standard, built-in reports or by customizing your own reports with drag-and-drop fields, filters, groupings, and charts. Salesforce also offers more advanced business intelligence (BI) features through their Wave platform, which you can read more about here.

App Exchange

If the basic functionality of Salesforce isn’t inclusive enough for your needs, you have the option to extend your CRM with over 2,000 business productivity apps built on the Salesforce platform. You’ll find fully integrated add-ons for sales, marketing, customer service, IT, human resources, finance, analytics, and more. Pardot, for example, is a popular marketing automation system for businesses that want to nurture leads through email campaigns.

The App Exchange also hosts a database of developers and third-party consulting services for business looking to grow and innovate with IT.


With an average user rating of 8.4/10 and some of the most thorough customer support in the industry, Salesforce was recently named as a Leader in Service and Support in our 2015 CRM Market Index. That means a lot of people are loyal to Salesforce, but that doesn’t mean it’s right for every business.

Even the basic CRM package is expensive, and many of the apps essential to performance come at an additional monthly cost, which means Salesforce is more than some smaller business can afford. Compared to other products on the market, it can also be a bit feature-intensive.

Is Salesforce the best CRM solution for your business? Like any new software, that depends on your budget, business goals, and technical resources. But for those that can afford it, Salesforce Sales Cloud is an excellent system.

Top CRM Software Recommendations

1 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

2 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

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3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

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