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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 full feature definition

View definitions of the features and discover new technology terms.

Filter for Features

Platform

Customization

Based on 3522 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 3,522 reviews)

Workflow Capability

Based on 3529 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 3,529 reviews)

User, Role, and Access Management

Based on 3554 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 3,554 reviews)

Internationalization

Based on 2833 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 2,833 reviews)

Sandbox / Test Environments

Based on 3106 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 3,106 reviews)

Document & Content Mgmt.

Based on 3129 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 3,129 reviews)

Performance and Reliability

Based on 3529 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 3,529 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 2962 Salesforce Sales Cloud reviews.
81%
(Based on 2,962 reviews)

Data Synchronization

Syncs lead data within the sales database for consistency and accuracy This feature was mentioned in 410 Salesforce Sales Cloud reviews.
86%
(Based on 410 reviews)

Analysis

Provides analysis on lead scores, funnel insights, and both open and closed opportunities This feature was mentioned in 410 Salesforce Sales Cloud reviews.
86%
(Based on 410 reviews)

Sales Force Automation

Contact & Account Management

Based on 9348 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 9,348 reviews)

Partner Relationship Mgmt. (PRM)

Based on 6291 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
83%
(Based on 6,291 reviews)

Opportunity & Pipeline Mgmt.

Based on 9071 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 9,071 reviews)

Task / Activity Management

Based on 9330 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 9,330 reviews)

Territory & Quota Management

Based on 7215 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 7,215 reviews)

Desktop Integration

Based on 7507 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 7,507 reviews)

Product & Price List Management

Based on 6653 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 6,653 reviews)

Quote & Order Management

Based on 6554 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 6,554 reviews)

Customer Contract Management

Based on 7306 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 7,306 reviews)

Marketing Automation

Email Marketing

Based on 6567 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.
80%
(Based on 6,567 reviews)

Campaign Management

Based on 6892 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 6,892 reviews)

Lead Management

Based on 7912 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 7,912 reviews)

Marketing ROI Analytics

Based on 5333 Salesforce Sales Cloud reviews. Enables analysis of effectiveness of an organizations various marketing activities
79%
(Based on 5,333 reviews)

Customer Support

Case ManagementView full feature definition

See feature definition
Based on 6715 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 6,715 reviews)

Customer Support Portal

Based on 6290 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 6,290 reviews)

Knowledge Base

Based on 6685 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 6,685 reviews)

Call Center Features

Based on 5403 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 5,403 reviews)

Support Analytics

Based on 5894 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 5,894 reviews)

Integration

Data Import & Export Tools

Based on 2544 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 2,544 reviews)

Integration APIs

Based on 2996 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 2,996 reviews)

Breadth of Partner Applications

Based on 2838 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 2,838 reviews)

Mobile & Social

Social Collaboration Features

Based on 5524 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 5,524 reviews)

Social Network Integration

Based on 5155 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 5,155 reviews)

Mobile User Support

Based on 6002 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 6,002 reviews)

Reporting & Analytics

Reporting

Based on 8839 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 8,839 reviews)

Dashboards

Based on 9024 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 9,024 reviews)

Forecasting

Based on 7335 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 7,335 reviews)

Data Sourcing

Data Sourcing

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 938 Salesforce Sales Cloud reviews.
85%
(Based on 938 reviews)

Exporting & Sharing Data

Based on 968 Salesforce Sales Cloud reviews. Enables user to communicate data by securely exporting and sharing it.
87%
(Based on 968 reviews)

Multi-Device Data Visualization

Allows users to view data visualizations on several devices. This feature was mentioned in 873 Salesforce Sales Cloud reviews.
84%
(Based on 873 reviews)

Interactive Dashboards

Based on 999 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 999 reviews)

Data Segmentation

As reported in 934 Salesforce Sales Cloud reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
86%
(Based on 934 reviews)

Predictive Analytics

Lead Scoring

Provides scores or rankings of each prospect based on the data provided. 913 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
85%
(Based on 913 reviews)

Opportunity Scoring

Provides insights to determine which deals already in the pipeline have the best chance of closing. 928 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 928 reviews)

Risk Analysis

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 828 Salesforce Sales Cloud reviews.
81%
(Based on 828 reviews)

Live Forecasting

Provides live customer data so that sales organizations forecasts stay current. 868 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
83%
(Based on 868 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 956 Salesforce Sales Cloud reviews.
87%
(Based on 956 reviews)

Sales Gamification

As reported in 831 Salesforce Sales Cloud reviews. Enables competition between a sales team by providing things like challenges and scoreboards.
81%
(Based on 831 reviews)

Account-Based Analytics

Provides insightful data at the account level to arm salespeople with the most relevant information possible. 950 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 950 reviews)

Activity Tracking

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 1018 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
88%
(Based on 1,018 reviews)

Content Management

Content Import

Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 340 Salesforce Sales Cloud reviews.
83%
(Based on 340 reviews)

Content Creation

Provides capabilities for building unique sales and marketing content within the product. 330 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
81%
(Based on 330 reviews)

Templates

Provides pre-built templates for fast and simple content creation. This feature was mentioned in 315 Salesforce Sales Cloud reviews.
82%
(Based on 315 reviews)

Advanced Search

Able to easily search, locate, and retrieve relevant content. This feature was mentioned in 306 Salesforce Sales Cloud reviews.
85%
(Based on 306 reviews)

Content Storage

Provides the ability to store and organize content. 324 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
83%
(Based on 324 reviews)

Analytics

Reporting

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l 331 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
87%
(Based on 331 reviews)

Alerts

Sends a notification when a prospect engages or interacts with content. 330 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 330 reviews)

Account-Based Engagement

Based on 213 Salesforce Sales Cloud reviews. Tracks the level of engagement for a specific account based on the presented content.
85%
(Based on 213 reviews)

Content Utilization

As reported in 338 Salesforce Sales Cloud reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
83%
(Based on 338 reviews)

Open Rates

Based on 552 Salesforce Sales Cloud reviews. Records the rate at which emails are opened.
83%
(Based on 552 reviews)

Link Activity

Records the rate at which links in emails are followed. 560 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 560 reviews)

Attachment Activity

Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 573 Salesforce Sales Cloud reviews.
84%
(Based on 573 reviews)

Training

Knowledge Base

Organizes knowledge from fellow sales representatives and other experienced employees for reference. This feature was mentioned in 249 Salesforce Sales Cloud reviews.
88%
(Based on 249 reviews)

Coaching Materials

As reported in 242 Salesforce Sales Cloud reviews. Offers content and training for new hires within the tool.
88%
(Based on 242 reviews)

Playbook Creation

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. This feature was mentioned in 203 Salesforce Sales Cloud reviews.
85%
(Based on 203 reviews)

Video Record

Records users' practice or live pitches for future reference and improvement. 239 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
85%
(Based on 239 reviews)

Feedback

Review

Based on 231 Salesforce Sales Cloud reviews. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
87%
(Based on 231 reviews)

Scorecard

Provides a scorecard to display team and/or individual performance. This feature was mentioned in 228 Salesforce Sales Cloud reviews.
86%
(Based on 228 reviews)

Coaching Card

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. This feature was mentioned in 208 Salesforce Sales Cloud reviews.
86%
(Based on 208 reviews)

Leaderboard

Projects team sales performance publicly to reward and motivate employees. This feature was mentioned in 197 Salesforce Sales Cloud reviews.
86%
(Based on 197 reviews)

Real-Time Updates

As reported in 221 Salesforce Sales Cloud reviews. Updates sales data in real-time so as to help teams remain close to their goals.
88%
(Based on 221 reviews)

Notifications

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. 222 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
89%
(Based on 222 reviews)

Competition

Motivates employees by creating time-sensitive competititons that drive performance. 194 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
87%
(Based on 194 reviews)

Attribution

Lead Opportunity

Aligns lead scores with predefined lead distribution criteria 426 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
89%
(Based on 426 reviews)

Lead Assignment

Based on 430 Salesforce Sales Cloud reviews. Matches and assigns leads to the correct sales representative
89%
(Based on 430 reviews)

Pipeline Acceleration

Based on 412 Salesforce Sales Cloud reviews. Determines which leads should be prioritized and then accelerates them up the pipeline
86%
(Based on 412 reviews)

Discovery

Lead Management

Integrates with lead capture and lead intelligence tools to discover leads 433 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
89%
(Based on 433 reviews)

Scoring/Ranking

Based on 428 Salesforce Sales Cloud reviews. Creates and assigns scoring system to rank the viability of leads
86%
(Based on 428 reviews)

Lead Context

Integrates with CRM or marketing automation tools to contextualize lead data This feature was mentioned in 410 Salesforce Sales Cloud reviews.
86%
(Based on 410 reviews)

Management

Conversion Viability

As reported in 400 Salesforce Sales Cloud reviews. Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
85%
(Based on 400 reviews)

Workflow

Based on 418 Salesforce Sales Cloud reviews. Aligns lead scores and strategy with existing sales operations
86%
(Based on 418 reviews)

Calling

Record Calls

As reported in 178 Salesforce Sales Cloud reviews. Records calls for future reference.
86%
(Based on 178 reviews)

Generate Location

As reported in 169 Salesforce Sales Cloud reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
84%
(Based on 169 reviews)

Call Types

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 178 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
87%
(Based on 178 reviews)

Click-to-Call

Based on 175 Salesforce Sales Cloud reviews. Gathers contacts from integrated tools, allowing users to call with one click.
87%
(Based on 175 reviews)

Auto Dialer

Has auto-dialing or predictive dialing functionality. 34 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
88%
(Based on 34 reviews)

Contacts

Personalization

Based on 169 Salesforce Sales Cloud reviews. Retains a log of extraneous contact information such as timezone and contact engagement.
88%
(Based on 169 reviews)

Information Locater

As reported in 172 Salesforce Sales Cloud reviews. Finds and opens saved contact information for reference at the time of a new call.
87%
(Based on 172 reviews)

Record Prospect Data

Based on 174 Salesforce Sales Cloud reviews. Allows users to denote which contacts they believe are prospective customers.
87%
(Based on 174 reviews)

Insights

Notes

Allows users to take notes during or after the call for future reference. This feature was mentioned in 179 Salesforce Sales Cloud reviews.
91%
(Based on 179 reviews)

Daily Summary

Delivers users a daily summary of activity. This feature was mentioned in 175 Salesforce Sales Cloud reviews.
89%
(Based on 175 reviews)

Automated Voicemails

As reported in 171 Salesforce Sales Cloud reviews. Sends automated voicemails to prospective clients who fail to answer.
83%
(Based on 171 reviews)

Automated Emails

Sends automated emails to increase engagement with prospective clients. This feature was mentioned in 181 Salesforce Sales Cloud reviews.
85%
(Based on 181 reviews)

Sorts Prospects

As reported in 176 Salesforce Sales Cloud reviews. Organizes contacts based on probability of success.
84%
(Based on 176 reviews)

Automated Note Taking

As reported in 32 Salesforce Sales Cloud reviews. Automatically transcribes and summarizes meeting discussions.
88%
(Based on 32 reviews)

Customizations

Email Platform Integration

As reported in 603 Salesforce Sales Cloud reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
87%
(Based on 603 reviews)

Email Scheduling

As reported in 571 Salesforce Sales Cloud reviews. Allows administrators to schedule out emails in advance.
85%
(Based on 571 reviews)

Notifications

Based on 608 Salesforce Sales Cloud reviews. Reminds administrators to follow-up on emails based on pre-set reminders.
86%
(Based on 608 reviews)

Email Categorization

Allows for the categorization of emails. 553 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 553 reviews)

Templates

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 580 Salesforce Sales Cloud reviews.
84%
(Based on 580 reviews)

Incentives

Badges

Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 407 Salesforce Sales Cloud reviews.
81%
(Based on 407 reviews)

Triggers

Based on 472 Salesforce Sales Cloud reviews. Automatically recognizes achievements that should be added to the leaderboard.
84%
(Based on 472 reviews)

Commission Calculator

As reported in 408 Salesforce Sales Cloud reviews. Helps users determine sales goals by calculating potential commission rates.
80%
(Based on 408 reviews)

Leaderboards

As reported in 483 Salesforce Sales Cloud reviews. Highlights top-performing employees to publicly reward their achievements.
86%
(Based on 483 reviews)

Personalization

Profiles

As reported in 450 Salesforce Sales Cloud reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.
86%
(Based on 450 reviews)

Custom Reports

Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 529 Salesforce Sales Cloud reviews.
88%
(Based on 529 reviews)

Dashboards

As reported in 560 Salesforce Sales Cloud reviews. Visualizes individual and team insights such as new leads and outbound calls.
89%
(Based on 560 reviews)

Goal Setting

Allows teams to set trackable goals within the tool. 506 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 506 reviews)

Administrative

Integration

Integrates with CRM and financial systems to help determine goals This feature was mentioned in 533 Salesforce Sales Cloud reviews.
87%
(Based on 533 reviews)

Employee Structure

As reported in 498 Salesforce Sales Cloud reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.
85%
(Based on 498 reviews)

Behavior Monitoring

Based on 481 Salesforce Sales Cloud reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
84%
(Based on 481 reviews)

Lead Facilitation

Customer-facing Chatbot

Offers a chatbot to initiate and carryout inital conversations with prospects and leads. This feature was mentioned in 259 Salesforce Sales Cloud reviews.
86%
(Based on 259 reviews)

Lead Qualification

Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 278 Salesforce Sales Cloud reviews.
88%
(Based on 278 reviews)

Lead Follow-up

Automatically contacts all leads. This feature was mentioned in 300 Salesforce Sales Cloud reviews.
87%
(Based on 300 reviews)

Meeting Scheduling

Utilizes natural language processing to set up meetings. 276 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 276 reviews)

Organization

Opportunity and Pipeline Management

Based on 335 Salesforce Sales Cloud reviews. 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.
89%
(Based on 335 reviews)

Data Entry

As reported in 326 Salesforce Sales Cloud reviews. Automates the entry of collected data.
88%
(Based on 326 reviews)

Integrations / APIs

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. This feature was mentioned in 320 Salesforce Sales Cloud reviews.
88%
(Based on 320 reviews)

Performance Analysis

Coaching

Provides real-time coaching to sales representatives. 270 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 270 reviews)

Peformance Tracking

Tracks and analyzes sales representative performance. 292 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
88%
(Based on 292 reviews)

Sales Analysis

ROI Forecasting

Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 270 Salesforce Sales Cloud reviews.
84%
(Based on 270 reviews)

Sales Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 284 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
88%
(Based on 284 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 497 Salesforce Sales Cloud reviews.
87%
(Based on 497 reviews)

Email Tracking/Automation

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 489 Salesforce Sales Cloud reviews.
85%
(Based on 489 reviews)

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 444 Salesforce Sales Cloud reviews.
81%
(Based on 444 reviews)

Other Outreach Options

Based on 439 Salesforce Sales Cloud reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
81%
(Based on 439 reviews)

CRM Integration

Based on 498 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.
88%
(Based on 498 reviews)

Calendar

As reported in 447 Salesforce Sales Cloud reviews. Integrates with calendar software so users can seamlessly schedule calls.
84%
(Based on 447 reviews)

Shared Records

Based on 459 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 459 reviews)

Repeatability and Reportability

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 461 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 461 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 480 Salesforce Sales Cloud reviews.
87%
(Based on 480 reviews)

Workflow Performance

As reported in 476 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 476 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. 461 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
83%
(Based on 461 reviews)

Gamification

Provides gamifaction features to rank sales reps on performance 395 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
77%
(Based on 395 reviews)

Call Analytics

Call RecordingView full feature definition

See feature definition
Records sales calls and facilitates playback This feature was mentioned in 129 Salesforce Sales Cloud reviews.
87%
(Based on 129 reviews)

Machine Learning

Based on 133 Salesforce Sales Cloud reviews. Utilizes machine learning technology to analyze recorded sales calls
85%
(Based on 133 reviews)

Call Analysis

As reported in 128 Salesforce Sales Cloud reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight
87%
(Based on 128 reviews)

Lead Qualification

As reported in 128 Salesforce Sales Cloud reviews. Leverages analytics to qualify and score calls in real time
89%
(Based on 128 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 138 Salesforce Sales Cloud reviews.
87%
(Based on 138 reviews)

Speech-to-Text

Based on 122 Salesforce Sales Cloud reviews. Transcribes sales calls from speech to text
86%
(Based on 122 reviews)

Artificial Intelligence

As reported in 138 Salesforce Sales Cloud reviews. Utilizes artificial intelligence technology to discover insights within recorded sales calls
87%
(Based on 138 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 439 Salesforce Sales Cloud reviews.
85%
(Based on 439 reviews)

Lead Scoring

As reported in 448 Salesforce Sales Cloud reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
84%
(Based on 448 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 407 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 407 reviews)

Buyer Intelligence

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 410 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
79%
(Based on 410 reviews)

Machine LearningView full feature definition

See feature definition
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. This feature was mentioned in 392 Salesforce Sales Cloud reviews.
77%
(Based on 392 reviews)

Revenue Sourcing and Forecasting

Revenue History

Based on 57 Salesforce Sales Cloud reviews. Allows users to track how previous revenue forecasts have developed over time
88%
(Based on 57 reviews)

Pipeline Management

Based on 57 Salesforce Sales Cloud reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
85%
(Based on 57 reviews)

Dashboard Analytics

Based on 58 Salesforce Sales Cloud reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics
89%
(Based on 58 reviews)

Multi-Device Data Visualization

Based on 55 Salesforce Sales Cloud reviews. Allows users to view data visualizations on several devices
86%
(Based on 55 reviews)

Data Segmentation

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. 55 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
85%
(Based on 55 reviews)

Predictive Forecasting

Provides users with ability to predict upcoming forecast based on AI insights and deal health This feature was mentioned in 49 Salesforce Sales Cloud reviews.
85%
(Based on 49 reviews)

Revenue Operations Cadence

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 50 Salesforce Sales Cloud reviews.
83%
(Based on 50 reviews)

CRM Data Enrichment

Calendar Sync

Automatically associates calendar invites to update deal progress in a CRM This feature was mentioned in 55 Salesforce Sales Cloud reviews.
82%
(Based on 55 reviews)

Email Activity Capture

Based on 54 Salesforce Sales Cloud reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM
84%
(Based on 54 reviews)

Conversation Intelligence

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM 52 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 52 reviews)

Marketing Leads

Automatically links marketing leads to sales generated opportunities in your CRM 55 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
80%
(Based on 55 reviews)

Contact Capture

Automatically captures contacts engaged with and associates to relevant accounts in a CRM 49 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 49 reviews)

Account Management

Nonengaged Accounts

Identifies accounts that sales reps aren't engaging with 56 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
83%
(Based on 56 reviews)

Account optimization

Maximizes account coverage by determining the optimal number of accounts per rep This feature was mentioned in 56 Salesforce Sales Cloud reviews.
80%
(Based on 56 reviews)

Historical Patterns

As reported in 53 Salesforce Sales Cloud reviews. Identifies common themes among historical deals that are won or lost
81%
(Based on 53 reviews)

Rep Performance

Identifies common themes and actions amongst reps that close the most deals This feature was mentioned in 52 Salesforce Sales Cloud reviews.
83%
(Based on 52 reviews)

Account Engagement

Allows users to track the level of engagement with each account and provides insights on frequency of engagement This feature was mentioned in 49 Salesforce Sales Cloud reviews.
87%
(Based on 49 reviews)

Historical Win/Loss Patterns

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies 49 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 49 reviews)

Integrations

MS Teams Integration

This software integrates with Microsoft Teams. 146 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 146 reviews)

Email Integration

This software integrates with popular email providers. This feature was mentioned in 146 Salesforce Sales Cloud reviews.
85%
(Based on 146 reviews)

Zoom Integration

This software integrates with Zoom. This feature was mentioned in 147 Salesforce Sales Cloud reviews.
81%
(Based on 147 reviews)

Google Meet Integration

Based on 145 Salesforce Sales Cloud reviews. This software integrates with Google Meet.
81%
(Based on 145 reviews)

Salesforce Integration

Based on 146 Salesforce Sales Cloud reviews. This software integrates with Salesforce.
88%
(Based on 146 reviews)

Branding & Customizatio

Custom Booking Page

Based on 141 Salesforce Sales Cloud reviews. Provide the ability to create a custom booking page.
82%
(Based on 141 reviews)

Personalized Links

Provide the ability to create custom scheduling URLs. This feature was mentioned in 145 Salesforce Sales Cloud reviews.
82%
(Based on 145 reviews)

Personalized Web Embed

Provide the ability to create a personalized web embed. This feature was mentioned in 143 Salesforce Sales Cloud reviews.
84%
(Based on 143 reviews)

Automatic Rules & Configurations

Set Working Hours

Allow users to set automatic working hours. 144 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 144 reviews)

Automatic Updates

As reported in 144 Salesforce Sales Cloud reviews. Automatically update calendars after a meeting has been booked.
83%
(Based on 144 reviews)

Buffer Times

Provide the ability to incorporate buffer times, leaving time before and after meetings. 147 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
81%
(Based on 147 reviews)

Generative AI

AI Text Generation

Based on 108 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
84%
(Based on 108 reviews)

AI Text Summarization

Condenses long documents or text into a brief summary. 108 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
83%
(Based on 108 reviews)

AI Text Summarization

Condenses long documents or text into a brief summary. 54 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 54 reviews)

AI Text Generation

Based on 800 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
76%
(Based on 800 reviews)

AI Text Generation

Based on 275 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
75%
(Based on 275 reviews)

AI Text Summarization

Condenses long documents or text into a brief summary. 65 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
75%
(Based on 65 reviews)

AI Text Generation

As reported in 248 Salesforce Sales Cloud reviews. Allows users to generate text based on a text prompt.
73%
(Based on 248 reviews)

Sales Performance Features - Sales Planning

Account Scoring

Provides ability to score accounts based on potential revenue to prioritize accordingly. 159 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 159 reviews)

Revenue Planning

Provides ability to structure topline revenue goals. This feature was mentioned in 150 Salesforce Sales Cloud reviews.
85%
(Based on 150 reviews)

Account Segmentation

As reported in 155 Salesforce Sales Cloud reviews. Segment accounts based on ideal customer profile and business objectives.
85%
(Based on 155 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 155 Salesforce Sales Cloud reviews.
86%
(Based on 155 reviews)

Sales Forecasting

Forecast sales data for sales teams, individual reps, territories, or products. 153 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 153 reviews)

Integrations

Based on 153 Salesforce Sales Cloud reviews. Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.
88%
(Based on 153 reviews)

Scenario Modeling

Abilty to create and run "what-if" scenario modeling to inform business decisions. 150 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 150 reviews)

Territory Management - Sales Planning

Territory Management

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. 151 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 151 reviews)

Territory Planning

Define territories to ensure optimized market coverage and allocate resources appropriately. 156 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
85%
(Based on 156 reviews)

Quota & Capacity Management - Sales Planning

Quota Management

Based on 153 Salesforce Sales Cloud reviews. Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.
83%
(Based on 153 reviews)

Capacity Management

As reported in 160 Salesforce Sales Cloud reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.
84%
(Based on 160 reviews)

Quota Planning

Design quota targets based on factors such as account size, rep performance, and pipeline needs. 154 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 154 reviews)

Agentic AI - Lead Scoring

Autonomous Task Execution

Capability to perform complex tasks without constant human input This feature was mentioned in 32 Salesforce Sales Cloud reviews.
79%
(Based on 32 reviews)

Cross-system Integration

Works across multiple software systems or databases This feature was mentioned in 32 Salesforce Sales Cloud reviews.
81%
(Based on 32 reviews)

Adaptive Learning

Improves performance based on feedback and experience 32 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
80%
(Based on 32 reviews)

Decision Making

Based on 33 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
80%
(Based on 33 reviews)

Agentic AI - Revenue Operations & Intelligence (RO&I)

Autonomous Task Execution

Capability to perform complex tasks without constant human input This feature was mentioned in 14 Salesforce Sales Cloud reviews.
80%
(Based on 14 reviews)

Cross-system Integration

Based on 14 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
81%
(Based on 14 reviews)

Adaptive Learning

As reported in 14 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
82%
(Based on 14 reviews)

Proactive Assistance

Anticipates needs and offers suggestions without prompting This feature was mentioned in 14 Salesforce Sales Cloud reviews.
81%
(Based on 14 reviews)

Decision Making

Makes informed choices based on available data and objectives 14 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
80%
(Based on 14 reviews)

Agentic AI - Sales Planning

Autonomous Task Execution

Capability to perform complex tasks without constant human input This feature was mentioned in 40 Salesforce Sales Cloud reviews.
86%
(Based on 40 reviews)

Multi-step Planning

Based on 40 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
86%
(Based on 40 reviews)

Agentic AI - CRM

Autonomous Task Execution

As reported in 162 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
79%
(Based on 162 reviews)

Multi-step Planning

Ability to break down and plan multi-step processes This feature was mentioned in 162 Salesforce Sales Cloud reviews.
80%
(Based on 162 reviews)

Cross-system Integration

Based on 159 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
83%
(Based on 159 reviews)

Adaptive Learning

Improves performance based on feedback and experience 159 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 159 reviews)

Natural Language Interaction

Engages in human-like conversation for task delegation This feature was mentioned in 158 Salesforce Sales Cloud reviews.
81%
(Based on 158 reviews)

Proactive Assistance

Anticipates needs and offers suggestions without prompting 156 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 156 reviews)

Decision Making

Makes informed choices based on available data and objectives This feature was mentioned in 158 Salesforce Sales Cloud reviews.
82%
(Based on 158 reviews)

Agentic AI - Sales Performance Management

Autonomous Task Execution

As reported in 49 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
86%
(Based on 49 reviews)

Natural Language Interaction

Engages in human-like conversation for task delegation 50 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
88%
(Based on 50 reviews)

Proactive Assistance

Based on 50 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
87%
(Based on 50 reviews)

Agentic AI - Email Tracking

Autonomous Task Execution

Capability to perform complex tasks without constant human input 48 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 48 reviews)

Multi-step Planning

Ability to break down and plan multi-step processes 47 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 47 reviews)

Cross-system Integration

As reported in 47 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
85%
(Based on 47 reviews)

Adaptive Learning

Improves performance based on feedback and experience This feature was mentioned in 47 Salesforce Sales Cloud reviews.
84%
(Based on 47 reviews)

Natural Language Interaction

Engages in human-like conversation for task delegation This feature was mentioned in 47 Salesforce Sales Cloud reviews.
85%
(Based on 47 reviews)

Proactive Assistance

Anticipates needs and offers suggestions without prompting This feature was mentioned in 46 Salesforce Sales Cloud reviews.
85%
(Based on 46 reviews)

Decision Making

Makes informed choices based on available data and objectives 48 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 48 reviews)

Agentic AI - Sales Analytics

Autonomous Task Execution

Capability to perform complex tasks without constant human input This feature was mentioned in 53 Salesforce Sales Cloud reviews.
86%
(Based on 53 reviews)

Cross-system Integration

Based on 52 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
87%
(Based on 52 reviews)

Adaptive Learning

Improves performance based on feedback and experience This feature was mentioned in 53 Salesforce Sales Cloud reviews.
86%
(Based on 53 reviews)

Natural Language Interaction

Engages in human-like conversation for task delegation 53 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
86%
(Based on 53 reviews)

Proactive Assistance

As reported in 52 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
87%
(Based on 52 reviews)

Agentic AI - Outbound Call Tracking

Autonomous Task Execution

Capability to perform complex tasks without constant human input 31 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
87%
(Based on 31 reviews)

Natural Language Interaction

As reported in 32 Salesforce Sales Cloud reviews. Engages in human-like conversation for task delegation
86%
(Based on 32 reviews)

Agentic AI - Sales Coaching

Multi-step Planning

Ability to break down and plan multi-step processes 13 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
91%
(Based on 13 reviews)

Cross-system Integration

Works across multiple software systems or databases 13 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
91%
(Based on 13 reviews)

Adaptive Learning

As reported in 13 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
92%
(Based on 13 reviews)

Decision Making

Based on 13 Salesforce Sales Cloud reviews. Makes informed choices based on available data and objectives
92%
(Based on 13 reviews)

Agentic AI - Sales Enablement

Autonomous Task Execution

Based on 20 Salesforce Sales Cloud reviews. Capability to perform complex tasks without constant human input
81%
(Based on 20 reviews)

Natural Language Interaction

Engages in human-like conversation for task delegation This feature was mentioned in 20 Salesforce Sales Cloud reviews.
83%
(Based on 20 reviews)

Proactive Assistance

Anticipates needs and offers suggestions without prompting 20 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 20 reviews)

Agentic AI - Sales Engagement

Autonomous Task Execution

Capability to perform complex tasks without constant human input 64 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
82%
(Based on 64 reviews)

Multi-step Planning

Ability to break down and plan multi-step processes 64 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
84%
(Based on 64 reviews)

Cross-system Integration

As reported in 63 Salesforce Sales Cloud reviews. Works across multiple software systems or databases
85%
(Based on 63 reviews)

Adaptive Learning

Based on 64 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
84%
(Based on 64 reviews)

Natural Language Interaction

Engages in human-like conversation for task delegation This feature was mentioned in 64 Salesforce Sales Cloud reviews.
84%
(Based on 64 reviews)

Proactive Assistance

Based on 64 Salesforce Sales Cloud reviews. Anticipates needs and offers suggestions without prompting
83%
(Based on 64 reviews)

Decision Making

Makes informed choices based on available data and objectives This feature was mentioned in 64 Salesforce Sales Cloud reviews.
84%
(Based on 64 reviews)

Agentic AI - AI Sales Assistant

Autonomous Task Execution

Capability to perform complex tasks without constant human input 11 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
97%
(Based on 11 reviews)

Multi-step Planning

Based on 11 Salesforce Sales Cloud reviews. Ability to break down and plan multi-step processes
95%
(Based on 11 reviews)

Cross-system Integration

Works across multiple software systems or databases This feature was mentioned in 11 Salesforce Sales Cloud reviews.
91%
(Based on 11 reviews)

Adaptive Learning

As reported in 11 Salesforce Sales Cloud reviews. Improves performance based on feedback and experience
92%
(Based on 11 reviews)

Natural Language Interaction

Engages in human-like conversation for task delegation This feature was mentioned in 11 Salesforce Sales Cloud reviews.
98%
(Based on 11 reviews)

Proactive Assistance

Anticipates needs and offers suggestions without prompting 11 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
95%
(Based on 11 reviews)

Decision Making

Makes informed choices based on available data and objectives This feature was mentioned in 11 Salesforce Sales Cloud reviews.
94%
(Based on 11 reviews)

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

Agentic AI - Business Scheduling

Autonomous Task Execution

Capability to perform complex tasks without constant human input 22 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
89%
(Based on 22 reviews)

Multi-step Planning

Ability to break down and plan multi-step processes This feature was mentioned in 22 Salesforce Sales Cloud reviews.
85%
(Based on 22 reviews)

Learning Management - Sales Enablement

Sales Training

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc. This feature was mentioned in 13 Salesforce Sales Cloud reviews.
90%
(Based on 13 reviews)

Sales Coaching

As reported in 13 Salesforce Sales Cloud reviews. Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
90%
(Based on 13 reviews)

Sales Onboarding

Based on 13 Salesforce Sales Cloud reviews. Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
90%
(Based on 13 reviews)

Revenue Enablement - Sales Enablement

Cross-Functional Alignment

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way 13 reviewers of Salesforce Sales Cloud have provided feedback on this feature.
85%
(Based on 13 reviews)

AI and Automation

As reported in 13 Salesforce Sales Cloud reviews. Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
87%
(Based on 13 reviews)

End-to-End Customer Journey Insights

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth This feature was mentioned in 13 Salesforce Sales Cloud reviews.
94%
(Based on 13 reviews)
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