What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.

Call Recording

What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features.

Case Management

Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.

Salesforce Sales Cloud Categories on G2

Sales Engagement

Business Scheduling

AI Sales Assistant

Email Tracking

Sales Analytics

Sales Performance Management

CRM

Conversation Intelligence

Outbound Call Tracking

Sales Performance Management

CRM

Conversation Intelligence

Outbound Call Tracking

Filter for Features

Platform

Customization	Based on 3287 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 3,287 reviews)
Workflow Capability	Based on 3293 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 3,293 reviews)
User, Role, and Access Management	Based on 3317 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 3,317 reviews)
Internationalization	Based on 2600 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 2,600 reviews)
Sandbox / Test Environments	Based on 2875 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 2,875 reviews)
Document & Content Mgmt.	Based on 2902 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 2,902 reviews)
Performance and Reliability	Based on 3302 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 3,302 reviews)
Output Document Generation	Based on 2743 Salesforce Sales Cloud reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.	81% (Based on 2,743 reviews)
Data Synchronization	Syncs lead data within the sales database for consistency and accuracy This feature was mentioned in 366 Salesforce Sales Cloud reviews.	86% (Based on 366 reviews)
Analysis	Provides analysis on lead scores, funnel insights, and both open and closed opportunities This feature was mentioned in 366 Salesforce Sales Cloud reviews.	86% (Based on 366 reviews)

Sales Force Automation

Contact & Account Management	Based on 9100 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 9,100 reviews)
Partner Relationship Mgmt. (PRM)	Based on 6050 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 6,050 reviews)
Opportunity & Pipeline Mgmt.	Based on 8828 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 8,828 reviews)
Task / Activity Management	Based on 9089 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 9,089 reviews)
Territory & Quota Management	Based on 6977 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 6,977 reviews)
Desktop Integration	Based on 7273 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 7,273 reviews)
Product & Price List Management	Based on 6417 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 6,417 reviews)
Quote & Order Management	Based on 6315 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 6,315 reviews)
Customer Contract Management	Based on 7071 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 7,071 reviews)

Marketing Automation

Email Marketing	Based on 6334 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 6,334 reviews)
Campaign Management	Based on 6658 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 6,658 reviews)
Lead Management	Based on 7677 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 7,677 reviews)
Marketing ROI Analytics	Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 5101 Salesforce Sales Cloud reviews.	79% (Based on 5,101 reviews)

Customer Support

Case Management	See feature definition	Based on 6485 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 6,485 reviews)
Customer Support Portal		Based on 6062 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 6,062 reviews)
Knowledge Base		Based on 6458 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 6,458 reviews)
Call Center Features		Based on 5179 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 5,179 reviews)
Support Analytics		Based on 5672 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 5,672 reviews)

Integration

Data Import & Export Tools	Based on 2342 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 2,342 reviews)
Integration APIs	Based on 2797 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 2,797 reviews)
Breadth of Partner Applications	Based on 2644 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 2,644 reviews)

Mobile & Social

Social Collaboration Features	Based on 5311 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 5,311 reviews)
Social Network Integration	Based on 4942 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 4,942 reviews)
Mobile User Support	Based on 5791 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 5,791 reviews)

Reporting & Analytics

Reporting	Based on 8619 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 8,619 reviews)
Dashboards	Based on 8805 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 8,805 reviews)
Forecasting	Based on 7117 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 7,117 reviews)

Data Sourcing

Data Sourcing	Based on 861 Salesforce Sales Cloud reviews. Compiles data from a breadth of either internal or external sources.	85% (Based on 861 reviews)
Exporting & Sharing Data	Enables user to communicate data by securely exporting and sharing it. 892 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	87% (Based on 892 reviews)
Multi-Device Data Visualization	Allows users to view data visualizations on several devices. This feature was mentioned in 796 Salesforce Sales Cloud reviews.	83% (Based on 796 reviews)
Interactive Dashboards	Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 920 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	87% (Based on 920 reviews)
Data Segmentation	Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 857 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	86% (Based on 857 reviews)

Predictive Analytics

Lead Scoring	Provides scores or rankings of each prospect based on the data provided. 837 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	84% (Based on 837 reviews)
Opportunity Scoring	As reported in 853 Salesforce Sales Cloud reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.	86% (Based on 853 reviews)
Risk Analysis	Based on 752 Salesforce Sales Cloud reviews. Warns sales teams of accounts that may be at risk of being lost.	81% (Based on 752 reviews)
Live Forecasting	Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 794 Salesforce Sales Cloud reviews.	83% (Based on 794 reviews)

Sales Management

Live Pipeline Management	As reported in 883 Salesforce Sales Cloud reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.	87% (Based on 883 reviews)
Sales Gamification	Based on 759 Salesforce Sales Cloud reviews. Enables competition between a sales team by providing things like challenges and scoreboards.	81% (Based on 759 reviews)
Account-Based Analytics	As reported in 876 Salesforce Sales Cloud reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.	86% (Based on 876 reviews)
Activity Tracking	Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 944 Salesforce Sales Cloud reviews.	88% (Based on 944 reviews)

Content Management

Content Import	Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 310 Salesforce Sales Cloud reviews.	83% (Based on 310 reviews)
Content Creation	Overall functionality of building unique sales and marketing collateral within the product 300 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	81% (Based on 300 reviews)
Templates	Based on 285 Salesforce Sales Cloud reviews. Pre-built templates for fast and simple content creation	82% (Based on 285 reviews)
Advanced Search	As reported in 276 Salesforce Sales Cloud reviews. Ability to search through all content to easily find necessary collateral	85% (Based on 276 reviews)
Content Storage	Based on 294 Salesforce Sales Cloud reviews. Overall storage and organziation capabilities	82% (Based on 294 reviews)

Analytics

Reporting	Based on 300 Salesforce Sales Cloud reviews. Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral	87% (Based on 300 reviews)
Alerts	Notification as to when a prospects interacts with a piece of collateral This feature was mentioned in 299 Salesforce Sales Cloud reviews.	84% (Based on 299 reviews)
Account-Based Engagement	As reported in 183 Salesforce Sales Cloud reviews. The level of engagement for a specific account based on the presented collateral	84% (Based on 183 reviews)
Content Utilization	How frequently sales teams use a particular piece of content and its effectiveness This feature was mentioned in 308 Salesforce Sales Cloud reviews.	83% (Based on 308 reviews)
Open Rates	Records the rate at which emails are opened. 492 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	83% (Based on 492 reviews)
Link Activity	Records the rate at which links in emails are followed. This feature was mentioned in 500 Salesforce Sales Cloud reviews.	84% (Based on 500 reviews)
Attachment Activity	As reported in 513 Salesforce Sales Cloud reviews. Records the rate at which email attachments are opened or downloaded.	84% (Based on 513 reviews)

Presentation

Live Presentation	As reported in 174 Salesforce Sales Cloud reviews. Ability to present to a prospect in-person	74% (Based on 174 reviews)
Screenshare	As reported in 174 Salesforce Sales Cloud reviews. Virtual presentation capabilities via sharing screens	74% (Based on 174 reviews)
Mobile Presentation	The option to present live on a mobile device This feature was mentioned in 165 Salesforce Sales Cloud reviews.	73% (Based on 165 reviews)

Training

Knowledge Base	Organizes knowledge from fellow sales representatives and other experienced employees for reference. 233 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	88% (Based on 233 reviews)
Coaching Materials	Offers content and training for new hires within the tool. 226 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	88% (Based on 226 reviews)
Playbook Creation	Based on 187 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 187 reviews)
Video Record	Records users' practice or live pitches for future reference and improvement. This feature was mentioned in 223 Salesforce Sales Cloud reviews.	84% (Based on 223 reviews)

Feedback

Review	As reported in 215 Salesforce Sales Cloud reviews. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.	87% (Based on 215 reviews)
Scorecard	Based on 212 Salesforce Sales Cloud reviews. Provides a scorecard to display team and/or individual performance.	86% (Based on 212 reviews)
Coaching Card	As reported in 192 Salesforce Sales Cloud reviews. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.	85% (Based on 192 reviews)
Leaderboard	As reported in 182 Salesforce Sales Cloud reviews. Projects team sales performance publicly to reward and motivate employees.	86% (Based on 182 reviews)
Real-Time Updates	As reported in 206 Salesforce Sales Cloud reviews. Updates sales data in real-time so as to help teams remain close to their goals.	88% (Based on 206 reviews)
Notifications	Based on 207 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 207 reviews)
Competition	Based on 179 Salesforce Sales Cloud reviews. Motivates employees by creating time-sensitive competititons that drive performance.	87% (Based on 179 reviews)

Attribution

Lead Opportunity	Based on 382 Salesforce Sales Cloud reviews. Aligns lead scores with predefined lead distribution criteria	89% (Based on 382 reviews)
Lead Assignment	Based on 386 Salesforce Sales Cloud reviews. Matches and assigns leads to the correct sales representative	89% (Based on 386 reviews)
Pipeline Acceleration	Determines which leads should be prioritized and then accelerates them up the pipeline 368 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	86% (Based on 368 reviews)

Discovery

Lead Management	Integrates with lead capture and lead intelligence tools to discover leads 389 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	89% (Based on 389 reviews)
Scoring/Ranking	As reported in 384 Salesforce Sales Cloud reviews. Creates and assigns scoring system to rank the viability of leads	86% (Based on 384 reviews)
Lead Context	As reported in 366 Salesforce Sales Cloud reviews. Integrates with CRM or marketing automation tools to contextualize lead data	86% (Based on 366 reviews)

Management

Conversion Viability		Reports on and analyzes lead scores to determine the conversion rate of lead opportunities This feature was mentioned in 356 Salesforce Sales Cloud reviews.	85% (Based on 356 reviews)
Workflow		Aligns lead scores and strategy with existing sales operations 374 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	86% (Based on 374 reviews)

Calling

Record Calls	Records calls for future reference. This feature was mentioned in 138 Salesforce Sales Cloud reviews.	86% (Based on 138 reviews)
Generate Location	Generates an area code local to where the user is calling to increase likelihood of pick-up. 132 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	85% (Based on 132 reviews)
Call Types	Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 141 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	88% (Based on 141 reviews)
Click-to-Call	Gathers contacts from integrated tools, allowing users to call with one click. 137 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	87% (Based on 137 reviews)

Contacts

Personalization	Retains a log of extraneous contact information such as timezone and contact engagement. This feature was mentioned in 133 Salesforce Sales Cloud reviews.	88% (Based on 133 reviews)
Information Locater	Based on 135 Salesforce Sales Cloud reviews. Finds and opens saved contact information for reference at the time of a new call.	87% (Based on 135 reviews)
Record Prospect Data	As reported in 137 Salesforce Sales Cloud reviews. Allows users to denote which contacts they believe are prospective customers.	87% (Based on 137 reviews)

Insights

Notes	Allows users to take notes during or after the call for future reference. 141 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	91% (Based on 141 reviews)
Daily Summary	Delivers users a daily summary of activity. This feature was mentioned in 139 Salesforce Sales Cloud reviews.	88% (Based on 139 reviews)
Automated Voicemails	Sends automated voicemails to prospective clients who fail to answer. 135 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	83% (Based on 135 reviews)
Automated Emails	Based on 145 Salesforce Sales Cloud reviews. Sends automated emails to increase engagement with prospective clients.	85% (Based on 145 reviews)
Sorts Prospects	As reported in 140 Salesforce Sales Cloud reviews. Organizes contacts based on probability of success.	84% (Based on 140 reviews)

Customizations

Email Platform Integration	Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 543 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	87% (Based on 543 reviews)
Email Scheduling	As reported in 511 Salesforce Sales Cloud reviews. Allows administrators to schedule out emails in advance.	85% (Based on 511 reviews)
Notifications	Based on 548 Salesforce Sales Cloud reviews. Reminds administrators to follow-up on emails based on pre-set reminders.	86% (Based on 548 reviews)
Email Categorization	As reported in 493 Salesforce Sales Cloud reviews. Allows for the categorization of emails.	84% (Based on 493 reviews)
Templates	As reported in 520 Salesforce Sales Cloud reviews. Allows for the creation of templates for frequently-sent emails.	84% (Based on 520 reviews)

Incentives

Badges	As reported in 342 Salesforce Sales Cloud reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.	81% (Based on 342 reviews)
Triggers	Automatically recognizes achievements that should be added to the leaderboard. 409 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	84% (Based on 409 reviews)
Commission Calculator	Helps users determine sales goals by calculating potential commission rates. 345 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	80% (Based on 345 reviews)
Leaderboards	Highlights top-performing employees to publicly reward their achievements. This feature was mentioned in 422 Salesforce Sales Cloud reviews.	85% (Based on 422 reviews)

Personalization

Profiles	As reported in 384 Salesforce Sales Cloud reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.	86% (Based on 384 reviews)
Custom Reports	Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 464 Salesforce Sales Cloud reviews.	88% (Based on 464 reviews)
Dashboards	As reported in 494 Salesforce Sales Cloud reviews. Visualizes individual and team insights such as new leads and outbound calls.	89% (Based on 494 reviews)
Goal Setting	Allows teams to set trackable goals within the tool. 442 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	86% (Based on 442 reviews)

Administrative

Integration	As reported in 467 Salesforce Sales Cloud reviews. Integrates with CRM and financial systems to help determine goals	87% (Based on 467 reviews)
Employee Structure	As reported in 433 Salesforce Sales Cloud reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.	85% (Based on 433 reviews)
Behavior Monitoring	Based on 417 Salesforce Sales Cloud reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.	83% (Based on 417 reviews)

Lead Facilitation

Customer-facing Chatbot	As reported in 243 Salesforce Sales Cloud reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.	86% (Based on 243 reviews)
Lead Qualification	Automatically calculates which leads are the most likely to become a customer. 263 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	88% (Based on 263 reviews)
Lead Follow-up	Automatically contacts all leads. This feature was mentioned in 285 Salesforce Sales Cloud reviews.	87% (Based on 285 reviews)
Meeting Scheduling	Utilizes natural language processing to set up meetings. 262 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	86% (Based on 262 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 321 Salesforce Sales Cloud reviews.	89% (Based on 321 reviews)
Data Entry	Automates the entry of collected data. 313 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	88% (Based on 313 reviews)
Integrations / APIs	Based on 306 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 306 reviews)

Performance Analysis

Coaching		Provides real-time coaching to sales representatives. 256 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	84% (Based on 256 reviews)
Peformance Tracking		Based on 278 Salesforce Sales Cloud reviews. Tracks and analyzes sales representative performance.	88% (Based on 278 reviews)

Sales Analysis

ROI Forecasting		Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 257 Salesforce Sales Cloud reviews.	84% (Based on 257 reviews)
Sales Forecasting		Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 271 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	88% (Based on 271 reviews)

Integrated Workflows

Task Management	Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. This feature was mentioned in 409 Salesforce Sales Cloud reviews.	87% (Based on 409 reviews)
Email Tracking/Automation	Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. 399 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	85% (Based on 399 reviews)
Calls and Voice	Based on 358 Salesforce Sales Cloud reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.	80% (Based on 358 reviews)
Other Outreach Options	Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 353 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	81% (Based on 353 reviews)
CRM Integration	Based on 408 Salesforce Sales Cloud reviews. 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.	89% (Based on 408 reviews)
Calendar	Integrates with calendar software so users can seamlessly schedule calls. 357 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	84% (Based on 357 reviews)
Shared Records	Based on 372 Salesforce Sales Cloud reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.	86% (Based on 372 reviews)

Repeatability and Reportability

Content Management	Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 373 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	84% (Based on 373 reviews)
Workflow Management	Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 392 Salesforce Sales Cloud reviews.	87% (Based on 392 reviews)
Workflow Performance	As reported in 388 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 388 reviews)
Sales Coaching and Insights	Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 375 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	83% (Based on 375 reviews)
Gamification	Provides gamifaction features to rank sales reps on performance 309 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	76% (Based on 309 reviews)

Call Analytics

Call Recording	See feature definition	Based on 119 Salesforce Sales Cloud reviews. Records sales calls and facilitates playback	87% (Based on 119 reviews)
Machine Learning		Utilizes machine learning technology to analyze recorded sales calls 123 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	85% (Based on 123 reviews)
Call Analysis		As reported in 118 Salesforce Sales Cloud reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight	86% (Based on 118 reviews)
Lead Qualification		Leverages analytics to qualify and score calls in real time 118 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	89% (Based on 118 reviews)

Agent Performance Management

Customer Scoring	Leverages technology to rate or "read" recordings to determine the impact of sales calls This feature was mentioned in 128 Salesforce Sales Cloud reviews.	87% (Based on 128 reviews)
Speech-to-Text	Transcribes sales calls from speech to text This feature was mentioned in 112 Salesforce Sales Cloud reviews.	86% (Based on 112 reviews)
Artificial Intelligence	Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 128 Salesforce Sales Cloud reviews.	87% (Based on 128 reviews)

AI and Automation

Lead Prioritization		Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 355 Salesforce Sales Cloud reviews.	85% (Based on 355 reviews)
Lead Scoring		Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 364 Salesforce Sales Cloud reviews.	84% (Based on 364 reviews)
Best Time of Day Scheduling		As reported in 324 Salesforce Sales Cloud reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations	82% (Based on 324 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 327 Salesforce Sales Cloud reviews.	79% (Based on 327 reviews)
Machine Learning	See feature definition	Based on 309 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 309 reviews)

Revenue Sourcing and Forecasting

Revenue History	Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 31 Salesforce Sales Cloud reviews.	83% (Based on 31 reviews)
Pipeline Management	As reported in 31 Salesforce Sales Cloud reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities	82% (Based on 31 reviews)
Dashboard Analytics	As reported in 31 Salesforce Sales Cloud reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics	87% (Based on 31 reviews)
Multi-Device Data Visualization	Allows users to view data visualizations on several devices This feature was mentioned in 31 Salesforce Sales Cloud reviews.	85% (Based on 31 reviews)
Data Segmentation	As reported in 31 Salesforce Sales Cloud reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.	83% (Based on 31 reviews)
Predictive Forecasting	As reported in 26 Salesforce Sales Cloud reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health	81% (Based on 26 reviews)
Revenue Operations Cadence	As reported in 26 Salesforce Sales Cloud reviews. Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success	81% (Based on 26 reviews)

CRM Data Enrichment

Calendar Sync	Automatically associates calendar invites to update deal progress in a CRM 32 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	79% (Based on 32 reviews)
Email Activity Capture	Automatically associates sales activities within emails to the relevant accounts in your CRM This feature was mentioned in 31 Salesforce Sales Cloud reviews.	82% (Based on 31 reviews)
Conversation Intelligence	Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM This feature was mentioned in 30 Salesforce Sales Cloud reviews.	79% (Based on 30 reviews)
Marketing Leads	As reported in 32 Salesforce Sales Cloud reviews. Automatically links marketing leads to sales generated opportunities in your CRM	78% (Based on 32 reviews)
Contact Capture	Automatically captures contacts engaged with and associates to relevant accounts in a CRM This feature was mentioned in 26 Salesforce Sales Cloud reviews.	85% (Based on 26 reviews)

Account Management

Nonengaged Accounts	Identifies accounts that sales reps aren't engaging with This feature was mentioned in 32 Salesforce Sales Cloud reviews.	80% (Based on 32 reviews)
Account optimization	Maximizes account coverage by determining the optimal number of accounts per rep This feature was mentioned in 32 Salesforce Sales Cloud reviews.	78% (Based on 32 reviews)
Historical Patterns	Identifies common themes among historical deals that are won or lost 32 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	77% (Based on 32 reviews)
Rep Performance	Identifies common themes and actions amongst reps that close the most deals This feature was mentioned in 31 Salesforce Sales Cloud reviews.	82% (Based on 31 reviews)
Account Engagement	As reported in 26 Salesforce Sales Cloud reviews. Allows users to track the level of engagement with each account and provides insights on frequency of engagement	84% (Based on 26 reviews)
Historical Win/Loss Patterns	Based on 26 Salesforce Sales Cloud reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies	82% (Based on 26 reviews)

Integrations

MS Teams Integration	As reported in 120 Salesforce Sales Cloud reviews. This software integrates with Microsoft Teams.	81% (Based on 120 reviews)
Email Integration	Based on 121 Salesforce Sales Cloud reviews. This software integrates with popular email providers.	85% (Based on 121 reviews)
Zoom Integration	This software integrates with Zoom. This feature was mentioned in 121 Salesforce Sales Cloud reviews.	80% (Based on 121 reviews)
Google Meet Integration	As reported in 119 Salesforce Sales Cloud reviews. This software integrates with Google Meet.	80% (Based on 119 reviews)
Salesforce Integration	This software integrates with Salesforce. This feature was mentioned in 121 Salesforce Sales Cloud reviews.	88% (Based on 121 reviews)

Branding & Customizatio

Custom Booking Page	Provide the ability to create a custom booking page. 117 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	81% (Based on 117 reviews)
Personalized Links	Provide the ability to create custom scheduling URLs. This feature was mentioned in 120 Salesforce Sales Cloud reviews.	82% (Based on 120 reviews)
Personalized Web Embed	Provide the ability to create a personalized web embed. This feature was mentioned in 118 Salesforce Sales Cloud reviews.	83% (Based on 118 reviews)

Automatic Rules & Configurations

Set Working Hours	Based on 119 Salesforce Sales Cloud reviews. Allow users to set automatic working hours.	83% (Based on 119 reviews)
Automatic Updates	As reported in 119 Salesforce Sales Cloud reviews. Automatically update calendars after a meeting has been booked.	83% (Based on 119 reviews)
Buffer Times	Provide the ability to incorporate buffer times, leaving time before and after meetings. This feature was mentioned in 122 Salesforce Sales Cloud reviews.	79% (Based on 122 reviews)

Generative AI

AI Text Generation	Allows users to generate text based on a text prompt. 94 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	84% (Based on 94 reviews)
AI Text Summarization	Condenses long documents or text into a brief summary. 94 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	83% (Based on 94 reviews)
AI Text Summarization	Based on 44 Salesforce Sales Cloud reviews. Condenses long documents or text into a brief summary.	81% (Based on 44 reviews)
AI Text Generation	Allows users to generate text based on a text prompt. 609 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	75% (Based on 609 reviews)
AI Text Generation	Allows users to generate text based on a text prompt. 219 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	74% (Based on 219 reviews)
AI Text Generation	Allows users to generate text based on a text prompt. 51 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	77% (Based on 51 reviews)
AI Text Summarization	Based on 51 Salesforce Sales Cloud reviews. Condenses long documents or text into a brief summary.	70% (Based on 51 reviews)
AI Text Generation	Based on 162 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.	71% (Based on 162 reviews)

Sales Performance Features - Sales Planning

Account Scoring	Based on 105 Salesforce Sales Cloud reviews. Provides ability to score accounts based on potential revenue to prioritize accordingly.	83% (Based on 105 reviews)
Revenue Planning	As reported in 97 Salesforce Sales Cloud reviews. Provides ability to structure topline revenue goals.	84% (Based on 97 reviews)
Account Segmentation	As reported in 102 Salesforce Sales Cloud reviews. Segment accounts based on ideal customer profile and business objectives.	83% (Based on 102 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 102 Salesforce Sales Cloud reviews.	86% (Based on 102 reviews)
Sales Forecasting	As reported in 101 Salesforce Sales Cloud reviews. Forecast sales data for sales teams, individual reps, territories, or products.	85% (Based on 101 reviews)
Integrations	Based on 100 Salesforce Sales Cloud reviews. Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.	88% (Based on 100 reviews)
Scenario Modeling	Based on 98 Salesforce Sales Cloud reviews. Abilty to create and run "what-if" scenario modeling to inform business decisions.	80% (Based on 98 reviews)

Territory Management - Sales Planning

Territory Management		Based on 99 Salesforce Sales Cloud reviews. Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.	86% (Based on 99 reviews)
Territory Planning		Define territories to ensure optimized market coverage and allocate resources appropriately. 104 reviewers of Salesforce Sales Cloud have provided feedback on this feature.	85% (Based on 104 reviews)

Quota & Capacity Management - Sales Planning

Quota Management	As reported in 100 Salesforce Sales Cloud reviews. Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.	83% (Based on 100 reviews)
Capacity Management	Based on 108 Salesforce Sales Cloud reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.	83% (Based on 108 reviews)
Quota Planning	Design quota targets based on factors such as account size, rep performance, and pipeline needs. This feature was mentioned in 101 Salesforce Sales Cloud reviews.	83% (Based on 101 reviews)