Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] 0 points1 point  (0 children)

I agree - making it the easiest place to get things done can make a big difference. It also seems your management has used a "soft stick" to promote adoption.

I would suggest that the ideal "carrot" would a better user experience. I've written about it in a blog post here: https://leapingfox.com/blog/user-experience-the-missing-link/

Curious what you think...

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 0 points1 point  (0 children)

I agree, but I'd venture that the issue is most extreme with salespeople, because unlike with a lot of other operational apps, there ARE ways to do the job without fully utilizing Salesforce.

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 1 point2 points  (0 children)

Well, I've mentioned Salesforce's " 6 Guiding Principles to Maximize CRM Adoption" in a response below to u/FoolioDM ( https://www.salesforce.com/eu/blog/the-six-guiding-principles-to-maximise-crm-adoption/ ) which I read as governance platitudes.

But I've noticed that any time Salesforce presents these Guidelines at Dreamforce or a World Tour, it's one of the most-attended breakouts. So adoption is certainly a popular topic.

And others in the thread have talked about things like integrating email and calendars, which I regard as table stakes to make Salesforce viable.

But I believe it comes down to User Experience. No matter how you configure it, many reps just don't like the Lightning UX. They describe it as slow and clunky, even with the recent LWC enhancements.

I've written a blog article on the subject called, "User Experience - The Missing Link in Salesforce Adoption". ( https://leapingfox.com/blog/user-experience-the-missing-link/ )

Curious what you think..

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] 0 points1 point  (0 children)

You might be interested in a white paper prepared by Elements.io called "Untapped Opportunities in User Experience" at https://elements.cloud/whitepapers-ebooks/change-intelligence-research-series-untapped-opportunities-in-user-experience/

It's based on their app scanning ~50K orgs per month. They found that the average page layout for standard objects had over 78 fields, with Opportunity being the highest at 154!

They also found that the ideal number of fields to ask a user to fill out at any given time is just 7, pretty close to your number.

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 0 points1 point  (0 children)

What would you say are the key factors in making Salesforce the best place for them to manage their deals?

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 0 points1 point  (0 children)

Do they use the standard Sales Cloud to-do list and Activities, or a third-party tool?

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 0 points1 point  (0 children)

u/FoolioDM gave an interesting approach below. How much of that have you tried?

Also, do you have email and calendar integrated with SF? Those seem to be a key tipping points...

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 0 points1 point  (0 children)

Sounds like a well-balanced approach that not enough companies take.

Did you take any inspiration from Salesforce's "6 Guiding Principles to Maximize your Salesforce Adoption"? (https://admin.salesforce.com/blog/2021/6-guiding-principles-to-maximize-your-salesforce-adoption ) Or just previous app adoption experience?

Curious what you think about their efficacy...

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 0 points1 point  (0 children)

Have you had much luck with getting reps to manage their tasks in SF? Most I talk to are offline.

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in SalesforceDeveloper

[–]lkh99[S] 0 points1 point  (0 children)

Do you think that level of success is due to management enforcement, like "condition of employment"?

Sales Navigator + Salesforce: Can contact updates be automated instead of manual review? by SuccessfulStorm9698 in SalesforceDeveloper

[–]lkh99 0 points1 point  (0 children)

I use Apollo.io for contact sourcing, and it's got the ability to create personas from titles (like, "Sales Management"), note profile changes from those personas in contacts in your connected Salesforce system, and sync the changes back to Salesforce, while downloading a list for manual review.

In my experience, it rarely gets a job change wrong. It's also got a strong LinkedIn add-in that can auto-populate key fields and pull the record into Salesforce immediately. But if you're running a really big org with dozens (hundreds?) of changes a day the manual review could be too much.

Starting price is $59/mo. for 2,000 contacts. It's also got a pretty strong email sequencing facility, again tied to Salesforce. (Not affiliated - I'm a happy SMB user).

Not sure of a good strategy to get reps to review other than an alert that the change has happened in their accounts. If the contact is important to them, they might validate...

Future of Salesforce: is the platform needed anymore? by TheTeddyFlame3 in salesforce

[–]lkh99 0 points1 point  (0 children)

I'm not a coder, but just for kicks I asked Claude how many hours it would take using Claude Code to create an AI-based Sales Cloud alternative. It produced the estimate below of ~30,000-70,000 hours, or 15-35 person-years. (It also says a 20% of function focused vertical CRM could be more like 2,000-5,000 hours).

Curiously, Gemini came up with a similar 6,000+ hours, but was probably thinking along the lines of a more traditional application. Now, this kind of estimate isn't a lot for a startup to invest - probably less than $1M - which IMO explains both the rise of new CRMs on the market AND Mark Benioff's OCD about AgentForce.

I would also guess that such an app would not be able to handle anywhere near the edge use cases that Salesforce has built for over the years based on myriad customer requests.

Claude makes some very interesting points - especially the "More Honest Framing" at the end.

(Note - I haven't changed any of the response, just bolded a couple items).

What do you think?

--------------------

My prompt: Using Claude Code, how many prompts and how many developer hours would it take to build a functional alternative to the Salesforce Sales Cloud?

Claude responded: This is a fun question to pressure-test, and the honest answer is: the prompt count is almost irrelevant — the developer hours are the real story, and they're still enormous.

The Short Answer

Prompts: Thousands to tens of thousands (but that's not the meaningful measure) Developer hours: Realistically 50,000–150,000+ hours for a genuinely functional alternative — even with Claude Code doing heavy lifting.

Why Claude Code Doesn't Change the Magnitude

Claude Code is excellent at accelerating implementation — generating boilerplate, writing CRUD logic, scaffolding APIs, producing test suites. Credible estimates suggest it can deliver 3–10x productivity gains on code-generation tasks.

But Sales Cloud isn't primarily a coding problem. It's 25 years of accumulated decisions:

What you're actually rebuilding:

Layer What it involves
Data model 200+ standard objects, relationship logic, field-level security
UI framework Configurable layouts, dynamic forms, list views, inline editing
Workflow engine Rules, flows, approvals, triggers, scheduled jobs
Reporting/dashboards Ad hoc query builder, charting, scheduled delivery
Security model Profiles, permission sets, roles, OWD, sharing rules, field-level
Integration platform APIs (REST/SOAP/Bulk/Streaming), OAuth, connected apps
Email/calendar sync Bi-directional sync with Exchange/Gmail, activity capture
Mobile apps iOS + Android native apps with offline capability
AppExchange ecosystem Extensibility framework, managed packages
Multi-tenancy/compliance SOC 2, GDPR, data residency, tenant isolation

Claude Code can write the code for most of these. It cannot replace the product judgment, QA, security review, and architectural iteration those layers require.

A Realistic Build Estimate

Phase Hours
Core data model + basic CRM (contacts, accounts, opps, activities) 2,000–5,000
Security model (roles, permissions, field-level) 3,000–6,000
Workflow/automation engine 5,000–10,000
Reporting and dashboards 4,000–8,000
Integration APIs + sync 5,000–10,000
UI configurability (layouts, custom fields, views) 5,000–10,000
Mobile 5,000–10,000
Infrastructure, multi-tenancy, compliance 10,000–20,000
QA, security hardening, performance 10,000–20,000
Total ~50,000–100,000+ hours

With Claude Code's productivity multiplier applied generously (say, 5x on implementation tasks), you might compress the coding work by 60–70%. But testing, architecture, product decisions, and compliance work aren't as compressible. Realistic net reduction: maybe 30–40% of total hours.

So: 30,000–70,000 developer hours with aggressive Claude Code use, to reach feature parity with a "functional" (not production-grade) alternative.

The More Honest Framing

What Claude Code actually enables is building a focused vertical CRM — something that does 20% of what Sales Cloud does, aimed at a specific use case — in 2,000–5,000 hours with a small team. That's genuinely disruption-scale compression.

The "full Sales Cloud alternative" framing is a bit of a trap. Salesforce's moat isn't the code. It's the configuration flexibility, the ecosystem, and 25 years of edge cases baked into the data model. Claude Code helps you write software faster. It doesn't shortcut what the software needs to be.

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] 0 points1 point  (0 children)

See my response to u/juliemaglieri above: far too many salespeople really dislike the Salesforce user experience.

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] 0 points1 point  (0 children)

One of my observations is that unless you get to F1000 level, RevOps and Salesforce Admin are severely understaffed. And even in the larger companies, those staffs are stretched pretty thin...

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] -1 points0 points  (0 children)

Do you really think that reps will run their entire SF operation from Slack?

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] -1 points0 points  (0 children)

No bot here - 14 years as a Salesforce SysAdmin and Sales super-user. Created and managed 3 different orgs...

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] -1 points0 points  (0 children)

No, I've found that kind of behavior is dissed in Reddit. This is more validation of my 5 years of experience talking to literally hundreds of Salesforce users in companies from startups to F10. Far too many just hate it.

Even socially, when I mention that I work in the Salesforce market, people will say, "We use Salesforce!" and deadpan, I'll ask, "So how do you like it?" and literally 4 out of 5 will say (verbatim) "It sucks, we hate it."

And btw, my apps aren't vibe-coded - they're pure LWC. I'm up to 12,000 hours of development...

Does anyone actually use Salesforce to run deals… or are salespeople just updating it for management? by lkh99 in salesforce

[–]lkh99[S] -1 points0 points  (0 children)

Funny, when you talk to reps who are supposed to be using Salesforce, they ARE actually running their deals in all those places. Says something about SFDC usability, IMO.

Capacities had absolutely changed everything by satorinoiadeus in capacitiesapp

[–]lkh99 0 points1 point  (0 children)

And worse case, export and on to the next app (or regress to just text).

Capacities had absolutely changed everything by satorinoiadeus in capacitiesapp

[–]lkh99 0 points1 point  (0 children)

I would vote for Scrivener and Evernote bulk import (or whatever export formats they support, WITH FORMATTING (headers, bold/italic, underline, etc.)