UK SOFTWARE PROFILE
Salesforce Sales Cloud
Customisable sales CRM with linked customer records, configurable process controls and Agentforce sales assistance.
One product. Different jobs.
Each score uses that category's criteria. Compare products within a category, rather than comparing scores across unrelated tasks.
Pricing & practicalities
Model your total cost ↗Published starting point
£156.00
Core · user/month · annual billing
VAT basis not stated
UK page lists Core at £156 per user/month billed annually. Starter and Pro Suites are separate lower-priced options; confirm tax, add-ons and AI usage.
Check current price ↗Consider before choosing
- Implementation, administration and integration design materially affect the buying decision.
- Quote the exact edition, AI allowances and add-ons; the cheapest suite is not equivalent to the full assessed configuration.
Connected workflows
- Slack
- Microsoft Outlook
- Google Workspace
- Salesforce APIs
Confirm the integration's direction, permissions, plan and sync behaviour with the supplier.
BEHIND THE AI CLAIM
AI capabilities
Agentforce supports CRM-grounded outreach, record summaries and prioritisation signals; entitlements and consumption vary.
Documented capabilities
- Customer-grounded outreach
- Account and opportunity summaries
- Deal and prospect prioritisation
Plans, limits & questions
- Review generated updates and outreach.
- Confirm the selected AI package and usage credits.
Feature-by-feature evidence
CRM software — 20 scored checks
| Capability & demo question | Salesforce Sales Cloud58–100/100 documented fit |
|---|---|
Core workflowContacts linked to organisations7.0 points availableAsk in the demoCreate a person, link them to an organisation and show their shared activity history. | ✓ Supported Account, contact, lead and opportunity management are included in the UK offering. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowCustom sales pipelines7.0 points availableAsk in the demoCreate stages with probabilities and move a deal through them. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points |
Core workflowTwo-way email history7.0 points availableAsk in the demoSend and receive an email and show both against the correct contact. | ✓ Supported The UK suite describes automatic synchronisation of email, events and contacts. 7.0 / 7.0 pointsEvidence ↗ |
Core workflowOwned follow-up tasks7.0 points availableAsk in the demoAssign a dated follow-up to another seller and show their overdue queue. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points |
Core workflowPipeline and activity reporting7.0 points availableAsk in the demoFilter open pipeline by owner and expected closing month. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points |
Workflow depthDuplicate merge4.0 points availableAsk in the demoImport a duplicate and merge it without discarding useful history. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthRequired stage-specific fields4.0 points availableAsk in the demoPrevent a deal entering proposal stage until required information is entered. | ✓ Supported Validation formulas can reject records that fail configured business requirements before saving. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthRule-based lead assignment4.0 points availableAsk in the demoRoute two enquiries to different owners based on territory or value. | ✓ Supported Built-in sales flows and lead routing support assigning incoming enquiries. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthConditional follow-up automation4.0 points availableAsk in the demoStart a sequence and show what changes when the prospect replies. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthForecast and recurring revenue4.0 points availableAsk in the demoSeparate one-off and recurring revenue in a forecast. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthTracked quotations4.0 points availableAsk in the demoProduce a quotation from deal products and retain the sent version. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points |
Workflow depthRecord visibility permissions4.0 points availableAsk in the demoShow what a salesperson can and cannot see in another team's accounts. | ✓ Supported Private organisation-wide defaults, roles and sharing rules restrict access to other teams' records. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthField change history4.0 points availableAsk in the demoFind who changed an opportunity amount and when. | ✓ Supported Configured field history records changes, timestamps and the responsible user. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthCustom related records4.0 points availableAsk in the demoLink a custom asset or contract record to a customer. | ✓ Supported Custom objects can link to contacts using lookup or master-detail relationships. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthAPI read and write4.0 points availableAsk in the demoCreate a record externally and retrieve the resulting identifier. | ✓ Supported RecordCreate returns a record identifier usable to create associated records. 4.0 / 4.0 pointsEvidence ↗ |
Workflow depthUsable record export5.0 points availableAsk in the demoExport contacts and deals with stable identifiers and relationships. | ✓ Supported Data Loader exports selected record IDs and related-object fields to CSV; some relationship-query forms require separate exports. 5.0 / 5.0 pointsEvidence ↗ |
Workflow depthSales-to-delivery handover5.0 points availableAsk in the demoTurn a won deal into an owned delivery process without re-entering customer details. | ? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points |
AIContext-aware AI email drafts5.0 points availableAsk in the demoDraft a follow-up grounded in the actual contact or opportunity history. | ✓ Supported CRM-grounded outreach uses customer and interaction context. 5.0 / 5.0 pointsEvidence ↗ |
AIAI meeting or record summaries5.0 points availableAsk in the demoSummarise a real interaction and identify the next action. | ✓ Supported Embedded summaries cover accounts, contacts and opportunities with activities and next steps. 5.0 / 5.0 pointsEvidence ↗ |
AIAI prioritisation or research5.0 points availableAsk in the demoShow prospect research or a recommended next action and the information behind it. | ✓ Supported Deal insights and prospect signals show supporting reasons for prioritisation. 5.0 / 5.0 pointsEvidence ↗ |
“Not verified” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.