Salesforce Sales Cloud vs Service Cloud: Which One Is Right?

Salesforce Sales Cloud vs Salesforce Service Cloud

February 13, 2023 eye-glyph 78

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CRM (Customer Relationship Management) has already become unavoidable in keeping the business well-organized and flourishing. And when you have already onboarded Salesforce as your prime Customer Relationship Management software, it will bring many fringe benefits to your business through its two prime products: Salesforce Sales Cloud and Salesforce Service Cloud.

Though these two clouds share generic similarities, what makes them different is their functional and distinctive features. Sales Cloud and Service Cloud are highly capable of handling different business issues. Things will start tangling when the decision-making time comes. Getting a solution with all the essential features is as important as maintaining the budget.

To help you identify which cloud is best for your business needs, we have this comparison guide for you – Salesforce Sales Cloud vs Salesforce Service Cloud.

Before you move, check out how Sales Cloud differs from Service Cloud regarding various features, pricing, licensing, and when you should choose them.

What is Salesforce Sales Cloud?

One of the prime products of Salesforce is Sales Cloud that automate and boosts your sales. It is a customizable cloud-based Salesforce product that integrates customer-related information such as lead generation, sales, marketing, customer support, and reports & dashboards in one place. It also provides its users access to thousands of applications on AppExchange.

What makes Salesforce Sales Cloud distinct from the conventional Sales approach is its capability to gather and present information & data for clients and social media regarding the product or services offered by the company.

You can read here the Detailed Implementation Guide To Salesforce Sales Cloud.

What is Sales Cloud?

Businesses can use it as a Software as a Service (SaaS) platform to access it via browser and mobile applications. User Community is also an added advantage through which users can ask questions or exchange information with a real-time social feed.

This helps quickly evaluate sales leads and close them as early as possible. Streamlining various routine tasks has been made easier with Sales Automation in the Salesforce Sales Cloud, providing Sales reps with more time to nurture prospects and convert them.

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Features of Sales Cloud

Here are some key features of the Salesforce Sales Cloud:

Features of Salesforce Sales Cloud

1. Leads Management

It is important to efficiently track all the leads having the potential to get closed and manage them by routing engaging campaigns for enhancing the sales rate and attracting more customers.

2. Account & Contact Management

Sales Cloud lets you manage it all in one place, be it business contacts, account discourses, closed & ongoing communication with customers, or any other management instances.

3. Work Process Approvals

Sales reps and managers can now make plans quickly through Visual Workflows. These workflows have various options, such as sales, expenses, discounts, and other attributes, which can be attended through point-and-click. And by automation, you can decide whom the user should contact for approval of a record and what actions must be taken at each stage of the process. Streamlining of the Approval process becomes easy by linking it to Lightning flows, as it allows for effortless management of records and information for employees.

4. Mobile Optimization

You can also offer your representatives a portable platform to manage their work by performing Mobile Optimization with Salesforce Sales Cloud. With this feature, they can easily access workflows, keep track of customer interactions through reports and dashboards, manage leads, log calls, and more.

5. Reports & Dashboards

You can plan further when you know how your business is progressing. Sales Cloud has fulfilled this need by generating business reports and keeping your sales team updated with each and every weak and strong point of your business through Reports & Dashboards.

What is Salesforce Service Cloud?

Salesforce Service Cloud is another principal customer relationship management platform. It is specially curated for automating service processes, handling customer services, simplifying workflows, and helping agents deliver effective services powered by AI-based predictions and recommendations.

Service Cloud equips your agents with all vital tools to address customer requests & questions and instantly deliver personalized support and services to the customers. No matter in which business domain you are dealing, Service Cloud can be customized per your needs.

You can also read the Detailed Implementation Guide to Salesforce Service Cloud.

What is Service Cloud?

Service Cloud outshines other alternatives in the market by promoting one-on-one customer interactions by letting the reps connect with leads and clients via email, phone calls, online chats, or self-service points via any device. Salesforce Service Cloud.

Features of Service Cloud

Salesforce Service Cloud has different features that businesses can involve in their service and support practices to ensure smooth deliverability:

Features of Salesforce Service Cloud

1. Service Console

This tool specifically helps managers to delegate and manage tasks within the organization, which enables representatives to provide improved customer service.

2. Customer Service

With this, sales agents can feasibly respond to customers’ queries and questions coming from different social media platforms from one place without diverting customers to another site.

3. Chat Service

Customers can contact the service or support team via the Chat Service options of Salesforce Service Cloud. This online chatting service allows customers to raise a query and resolve it instantly in live chat.

4. Email To Case

This feature majorly works as an auto-response rule which automatically sends emails to all the cases submitted by customers, depending on the nature of the record or attribute.

5. Knowledge Base

Service Cloud creates a knowledge base for agents to look for answers immediately after receiving a case. This feature promotes faster query resolution and reduces the response time of representatives.

Salesforce Sales Cloud and Salesforce Service Cloud: What’s the difference

Though, they both serve different purposes yet, there are some genetic differences on the basis of different factors:

Basis of DifferenceSalesforce Sales Cloud Salesforce Service Cloud
FunctionSales Cloud boosts the process of Sales in an organization and maintains various affected parties such as leads, contacts, accounts, customers, quotes, etc.   Service Cloud assists businesses in streamlining and optimizing customer support and services. Important key factors are accounts, contacts, cases, call center, public knowledge base, etc.. 
PurposeIts main purpose is to guide the sales team in nurturing leads in a better way and improving the sales numbers.Its prime objective is to effectively and efficiently deal with the client’s request and provide the required services.
Who are the users?Salesforce Sales Cloud is specially designed for the Sales team, including Sales Managers and Sales representatives.Salesforce Service Cloud is designed for the Service & Support team that comprises Client Service Managers, Service Agents, or Support Representatives.
Tool for Customer ManagementSales Cloud manages prospects and customer-related information with Lead Management and Account & Contact Management.  Service Cloud takes care of all essential customer data on Service Console. It offers a comprehensive view of client & Account information, every raised case, its history, and present status on a single screen. 
Channel of InteractionSales Cloud only offers Email support for establishing and maintaining communication with Leads and Customers. Service Cloud has Customer Service that integrates all social media platforms and enables support representatives to answer customer queries from one place. Further, the mode of interaction is extended in the form of Chat Services, Phone calls, and Self-Service communities.
Analytics Reports & Dashboards are there to provide Sales reps with real-time progress they are making in their sales process. Also, this feature shows at which specific point they are lagging and what steps they can take to improve it.Service Analytics provides Service Managers with a holistic view of both KPIs (Key Performance Indicators) for deployed Service Agents. Managers can access customer data, including history, trends, and comparisons to peers.
Automation Users can implement automation in Sales Cloud and create a point-to-click interface in business processes like building automated workflows and alerts for several deals. The system keeps auto-assigning you with tasks as you progress in the deal.Service Process Automation helps Service Managers automate email notifications, auto-field updates, and case assignments through Process Builder, Apex Triggers, and Workflow rules. This collaborates in increasing productivity and decreases the scope of errors.  

Salesforce Sales Cloud vs Salesforce Service Cloud: License & Pricing Comparison

The pricing of Salesforce Sales Cloud and Salesforce Service Cloud is similar, but what differentiates them is the features each of them is getting along with.

Salesforce Sales Cloud vs Service Cloud Pricing

Salesforce Sales + Service Cloud Package

If your business has a full-fledged Sales and Dedicated Customer Support & Service Department, then Salesforce Sales + Service Cloud Package will be your best investment solution. It might seem a little expensive, but just by paying $25 extra for each user license, you can power up your business with Sales and Service Cloud’s features.

Sales Cloud & Service Cloud Package

This solution, which brings everything together, maybe a good choice for companies that prioritize consistency in their operations and want to use a single database for sales and customer service.

Do you need Salesforce Sales Cloud or Salesforce Service Cloud or Both?

Whether you need Salesforce Sales Cloud, Salesforce Service Cloud, or both, depends on the specific needs of your business.

If your main focus is on sales, Salesforce Sales Cloud may be the better option for you. It is designed to help sales teams track leads, opportunities, and customer interactions, automate sales processes, manage leads and opportunities, forecast sales, and gain visibility into sales performance.

If your main focus is customer service and support, Salesforce Service Cloud may be your better option. It is designed to help customer service, and support teams manage and track customer inquiries, cases, and interactions, automate service processes, and gain visibility into customer service performance.

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However, if you want a complete customer-centric experience across the entire customer journey, it’s better to use both Salesforce Sales Cloud and Salesforce Service Cloud. This integration allows sales and customer service teams to access the same customer information and history, enabling them to work together more efficiently. Salesforce offers a bundle called Salesforce Sales+Service Cloud that includes both Sales Cloud and Service Cloud so that you can use both products in one package.

Wrapping Up!

In conclusion, Salesforce Sales Cloud and Salesforce Service Cloud are powerful CRM platforms designed to help businesses manage and track customer interactions and data throughout the customer lifecycle. Salesforce Sales Cloud is primarily geared towards managing the sales process, while Salesforce Service Cloud is geared towards managing customer service and support.

Both products can be integrated to provide a customer-centric experience across the entire customer journey. Regardless of the size and model of the business, organizations can always rely on Salesforce’s Customer Relationship Management system for driving high-quality sales and industry-grade customer services.

Before investing in a cloud service for your business, it’s important to determine which one best fits your needs. One option to consider is working with a Salesforce Certified Partner like Cyntexa. Their team has experience delivering Sales Cloud and Service Cloud as well as Salesforce Implementation Services projects that have helped customers increase revenue and improve customer service.

Frequently Asked Questions

Salesforce Sales Cloud focuses on the sales process, while Salesforce Service Cloud focuses on customer service and support. Sales Cloud is geared towards managing leads, opportunities, and sales forecasts, whereas Service Cloud is geared towards managing customer inquiries and cases.

Yes, Salesforce Sales Cloud and Salesforce Service Cloud can be integrated to provide a complete customer-centric experience across the entire customer journey. This integration allows sales and customer service teams to access the same customer information and history, enabling them to work together more efficiently.

It depends on the specific needs of your business. Salesforce Sales Cloud may be the better option if your main focus is on sales. If your main focus is on customer service and support, Salesforce Service Cloud may be the better option. Additionally, you can use both also.

Salesforce Sales Cloud and Salesforce Service Cloud are separate products. However, they can be integrated to provide a customer-centric experience across the customer journey. Salesforce offers a bundle called Salesforce Sales+Service Cloud that includes both Sales Cloud and Service Cloud so that you can use both products in one package. With this bundle, sales and customer service teams can access the same customer information and history, enabling them to work together more efficiently.

Salesforce Sales Cloud and Salesforce Service Cloud are powered by the Salesforce platform, cloud-based customer relationship management. The Salesforce platform allows businesses to manage and analyze customer interactions and data throughout the customer lifecycle, including marketing, sales, customer service, and commerce. It also provides a wide range of customization options, applications, and integrations to enhance functionality and provide a tailored solution to meet specific business needs.

Salesforce Sales Cloud is mostly used by sales teams and organizations that want to manage and track leads, opportunities, and customer interactions. It can be used by many businesses, from small startups to large enterprises, across various industries, such as technology, healthcare, financial services, and retail. Sales Cloud can help sales teams to automate their sales processes, manage leads and opportunities, forecast sales, and gain visibility into their sales performance.

Salesforce Service Cloud is typically used by customer service and support teams and organizations that want to manage and track customer inquiries, cases, and interactions. It can be used by many businesses, such as retailers, healthcare providers, financial institutions, and technology companies. Service Cloud can help customer service teams to manage customer inquiries and support cases, automate service processes, and gain visibility into customer service performance.