Salesforce Sales Cloud Software Review 2026: Features, Integrations, Pros & Cons

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Provides a real-time overview of meetings, tasks, and sales metrics. Users value its customizable layout and visual clarity for monitoring progress and prioritizing actions.

Track and document all activities across devices, networks, and other systems

Generate one-off reports that meet information requirements

Enables teams to customize pipeline stages, track deal progress, and forecast revenue with precision. Managers can segment pipelines by team, region, or product line to identify bottlenecks and adjust strategies in real-time.

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Generates quotes and amendments using natural language, pulling from product, pricing, and customer data. This reduces manual entry and ensures quotes reflect the latest catalog updates.

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Manage the process of evaluating documents or requests submitted for approval

Assign issues and tasks based on availability or required skills

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

System that automatically dials calls

Distribute/route/connect calls

Software's ability to perform similar action on multiple similar files simultaneously

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create budgets based on historical data and future projections

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Define and maintain business rules that determine workflow capabilities and criteria

Track all information required to develop and sell lots in housing projects

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Manage and track all past and future calls.

Collects essential call data such as call origin, call destination, call length, and other transaction details

Listen to live phone conversations for the purpose of training and assessing agent performance

Record the audio of phone conversations for quality assurance purposes

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Plan and strategize marketing campaigns

Create and manage digital catalog of products/services with their details, specifications, and price

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Manage various distribution channels, build relations with channel partners, and track their performance

Communicate using direct chat or messages within the system

Enables detailed tracking of client interactions and allows for customized profiles. Plus, it facilitates personalized engagement and efficient updates across teams.

Private online space that lets businesses securely share documents and provide information access to clients

Tracks client progress, purchases, and communication in real time. Customizable tools and automated reminders support follow-ups and reporting.

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Evaluating strengths and weaknesses of companies with the same target audience

Configure existing workflows to meet your organization's needs

It gives you a centralized, customizable place to store and manage contact details, communication history, and segmentation. Reviewers appreciate the easy access, advanced search, integration with communication tools, and scalability, but some mention duplicate management and enrichment require third-party solutions.

This capability helps you track, organize, and personalize interactions with leads and customers. Reviewers appreciate its integration with email and social tools, intuitive interface, and automation, though some mention challenges with missing information and automation between leads and contacts.

Track, store, and access client contracts or licenses

Analyzes sales calls and meetings to extract insights into buyer intent, objections, and engagement. Teams can use transcripts and sentiment analysis to coach reps, refine messaging, and improve conversion rates across the funnel.

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integration with third-party CRM systems

Manage customer prospects and inquiries generated by marketing.

Centralizes customer records, notes, files, and communication history in a single location. Custom fields and interaction tracking help teams avoid duplicate outreach and make informed decisions.

Initiate interactions with customers by proactively starting conversations or providing informational content

Offers quick access to past interactions, agreements, and service records. Reviewers say it improves continuity and helps teams deliver consistent support.

Store and organize information about customers and previous interactions

A website or login for customers to access information

Record customer information, purchase history, and other notes

Process of dividing customers into groups based on common characteristics

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Provide online support for your customers through live chat or help desk functionality

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

The process of entering information or updating records in a computer system or database

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Ability to handle large datasets

Protect sensitive data for digital privacy

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Graphical representation of data

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Send automated marketing emails based on user actions over a predetermined period

Model the varying behavior of a system over time through diagrams

Digitally sign online documents

Receive and/or send email notifications for urgent updates, requests, or other information

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Track employee schedules, availability, and performance across projects and tasks

Tracks metrics that provide insight into how a user interacts with any interface or product

Estimate expected cost based on various factors before a project begins

Manage or track sales completed by field teams/employees

Plan, manage, and track the financial activities of an individual or organization

Primarily serving architecture, engineering, and construction industry professionals

Intended to be used by insurers

Operate/access software on iPad Devices

Operate/access software on Mac Devices

For realtors, real estate investors, property managers, and other real estate professionals.

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

Caters to sales teams

Designed for small businesses

Primarily serving startup companies

Form predictions based on past and present data/trends

Allows employees to set and manage work or career related goals

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Organize, prioritize, and manage incoming communications

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Calculate total itemized costs, including initial costs and any changes

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Create landing pages or online forms designed to capture new leads and prospects

Manually or automatically assign leads to sales reps

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Divide leads into buckets based on predefined criteria and routing rules

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Ability to chat online in real time

Automate workflows and trigger campaigns based on customer actions

Records of patients' medical history

Manage the process of planning and scheduling meetings, including agenda creation

Access software remotely via mobile devices

Access the system via a mobile application

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage multiple campaigns in one system

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Manage and handle various international currencies

Ability to handle several projects simultaneously

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Track all opportunities for potential sales and convert them into recurring revenue

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Managing and tracking patient health, progress, communication, and treatment plans

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Track and organize physician schedules and pertinent information

Analyzes emails, calls, and notes to update opportunity fields like stage and next steps. Reps can review suggestions or let Agentforce apply updates directly.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Uses historical data and behavioral signals to forecast deal outcomes and recommend next steps. Sales teams rely on predictive scoring to prioritize leads, reduce guesswork, and focus efforts on high-probability opportunities.

Predict future data based on historical data sets

Share and present designs

Track factors that affect pricing and adjust prices accordingly to increase sales

Arrange tasks based on the level of priority or urgency

Present a catalog of inventory that customers can view

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Measure time to completion or hours worked for projects

Monitor the progress of projects from start to finish

Estimate or forecast of a future scenario based on the study of present trends

Create proposals based on costs of labor and materials

Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.

Tools designed to streamline the process of lead generation and management for sales teams

Create, send, and track purchase orders and their statuses

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis & representation of numerical data and generation of reports to understand various patterns

With this aspect, you can generate custom reports, dashboards, and analytics for data-driven decisions. Some reviewers find the tools flexible and user-friendly, especially with integrations like Tableau and Einstein, but others note limitations with multi-object reports and occasional complexity for non-technical users.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Define, track, and/or automate sales activities and sales processes

Ensure that quotes/invoices are correct before sending to customers

Automate processes to manage leads, contacts, opportunities and sales activities

Delivers tailored coaching across CRM objects, not just opportunities. Reps receive scenario-based guidance for renewals, lead conversion, and custom workflows.

Combines email tracking, call logging, and task automation into a unified workspace. Reps can sequence outreach, monitor engagement, and follow up with precision, helping reduce manual work and improve response rates.

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Salesforce Sales Cloud offers a visual and structured way to track deals from lead to close. Users think it streamlines opportunity tracking, forecasting, and prioritization, and value its customizable stages and automation, though some feel the default setup is too basic for complex needs.

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Plan availability and assign specific time slots for tasks and resources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Share contacts with other applications like Gmail and CRM

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Apply statistical/mathematical models to sets of data

Track information, qualifications, and contact details of subcontractors

Allow customers/users to submit support queries and service requests

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track the status and progress of tasks

Supports automated task creation, reminders, and notifications. Reviewers say it helps teams stay on track with daily responsibilities and improves coordination across sales activities.

Allow multiple team members to edit and work on the same document

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

A digital list of items that need to be completed

Track employee/learner's progression through training programs

Manage, record and track all business exchanges in form of money and its related interactions in the system

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track revisions and updates made to files and navigate between different versions

Interact with data visualization elements, such as charts and graphs, to drill down into data

Track the duration and expiration of warranty as well as any obligations under that warranty

Engages site visitors via chat, qualifies leads, and books meetings automatically. Captures key info without form fills and creates lead records directly in Salesforce.

SaaS, web-based, online deployment

An extended application or connector that enables users to perform additional services with their current set of tools

Create, design and manage workflows for repetitive tasks