Agentforce Sales

What do you like best about the product?

It has fantastic options for opportunities creation and requirements collection prior to project creation in TC

What do you dislike about the product?

Sometimes it’s very difficult to sync the data to and from with other integration applications like TC

What problems is the product solving and how is that benefiting you?

It helps to address the new queries and requirements to create opportunities

What do you like best about the product?

What i like best about AgentForces Sales is that it brings all customer information sales activities and reporting into single platform as an it manager having real time visibility into the sales pipeline and team performance help us make faster decisions the automation features also reduces manual work and improve overall efficiency

What do you dislike about the product?

The biggest challenge with Agentforce sales is its complexity as an it manger i have noticed that configuring advanced workflow and integrations oten requires dedicated resources

What problems is the product solving and how is that benefiting you?

Agentforce Sales is helping us address issues related to fragmented customer data inefficent workflow and limited visibility into sales performance the automation and analytics features have reduced administrative tasks and provided actionable insights allowing both the sales and it team to focus on strategic initiatives rather than manual processes

What do you like best about the product?

What I like most about Agentforce Sales is how it keeps everything in one place - leads, opportunities, contacts, and activities, so I don’t have to jump between tools. It also automates repetitive tasks, provides a clear view of the sales pipeline, and makes it easier for teams to collaborate while consistently tracking customer interactions. On top of that, the reporting and dashboards help me make better decisions faster.

What do you dislike about the product?

What I dislike is that it can feel overwhelming at first because there are so many features and settings to navigate. Some customisations also require technical knowledge, and the interface can be slow at times, especially when handling large amounts of data.

What problems is the product solving and how is that benefiting you?

Agentforce Sales helps us manage leads, contacts, opportunities, and customer interactions all in one place. It cuts down on manual work with automation, improves visibility into our pipeline, and makes it easier to track sales progress from start to finish.

What do you like best about the product?

agentforce sales helped me to understand how sales and marketing teams work together, i used it to view leads, update customer information and track follow up activities, having all the customer detail in one place made it easier to learn the sales process and support the team with daily tasks, the best part is how easy is it to see the complete journey of a lead, i could quickly check where a lead case from , view previous interactions and understand what actions was needed next, it helped me stay organised and reduced the need to ask for updates from different team members, i regularly used agentforce sales for tracking marketing leads, updating customer records, monitoring follow up tasks, checking sales opportunities , supporting campaign activities , creating simple reports, collaborating with the sales teams. the interface is clean and easy to use, after a short learning periods, i was comfortable searching records, updating information , and using dashboards to track daily work. its integration with jira and Google workspace, made it easier to keep sales activities and marketing tasks connected.

What do you dislike about the product?

well sometimes it can feel a little bit complicated when using it for the first time because there are many features and menus to explore , finding specific reports or customer details sometimes takes a few extra clicks, i also thinks some routine updates, such as editing multiple record at once, could be faster, once i became familar with the platform, it was much easier to use, but a simpler onboarding experience for new users would make it even better. but overall its great platform for sales and marketing

What problems is the product solving and how is that benefiting you?

agentforce sales solves the problem of keeping customer information ,leads and follow up activities organized in one place, it helps me to track where leads come from , monitor their progress and see the complete history of customer interactions without switching between different tools. this makes it easier to support both the sales and marketing teams, response to enquiries more quickly, and keep records accurate, as a result , i spend less time on manual updates , collaborate more effectively with my team and gain a better understanding of the complete sales process. this helps me work more efficiently with both the sales and marketing teams, ensures no important follow up is missed and keeps customer data organised, as a result our team responds to prospects, faster , improved collaboration and makes better decision based on accurate real time information.

What do you like best about the product?

I like that Agentforce Sales is simple to use with a straightforward UI/UX. It allows me to create a lead and reach out to them without any issues. I appreciate being able to check all activities performed, and it promotes transparency with my team as they can see the calls I've made and emails sent. This transparency is helpful for stakeholders. Also, the onboarding and post-onboarding process was smooth, as we were assisted by account executives and developers who helped customize the CRM according to our needs.

What do you dislike about the product?

At times when I open Agentforce Sales on Chrome or any web browser, if a list has 2000 contacts, it runs smoothly up until around 200 contacts, but as the number of contacts increases, the tab starts to lag. Additionally, there's often a problem with data duplication, where a single contact gets duplicated multiple times or a single company appears under different names in the CRM.

What problems is the product solving and how is that benefiting you?

Agentforce Sales saves me from manually filling spreadsheets by automatically capturing and organizing lead data from Apollo.io and Zoominfo, ensuring transparency and ease of access for my team.

What do you like best about the product?

agentforce sales has helped bridge the gap between our marketing campaign and the sales pipelines, instead of simply generating leads and handling them off , i can now monito how prospects progress through the sales journey and understanding which campaign contribute the most to qualified opportunities,, this visibility has made our marketing efforts much more measurable. my favorite feature is the centralized view of lead activity, i can quickly check campaign sources, monitor engagement, history and see when a prospect has been contacted by the sales team. the automation for lead assignment and follow up reminders keeps the handoff process smooth and reduces manual coordination, i use it for tracking campaign generated leads, updating campaign member records, monitoring lead conversion ,the interface is intuitive and customizable , list view ,dashboard and filter make it easy to focus on active campaign and high priority leads without spending time searching for information. its integration with Google workspace and Jira is useful ,

What do you dislike about the product?

one thing i dislike about agentforce sales is that creating highly customized campaign report and dashboard can take some time, especially when multiple marketing metrics need to be combined, the platform is feature rich, so new users may initially find the navigation and configuration options, overwhelming , i also thing build updates for campaign members and marketing record could be more streamlined to reduced repetitive work. the said once the system is configured, it perform reliably and provides excellent visibilty into leads ,campaign and customer interactions.

What problems is the product solving and how is that benefiting you?

agentforce sales solves the challenge of managing leads from multiple marketing campaign while keeping the sales team informed with accurate, up to date customer information, it centralized lead details, campaign engagement , communication history, and follow up activities in one platform, eliminating the need for manual spreadsheets and disconnected tools. real time pipeline visibility helps us identify which campaign generated the most qualified leads and where prospects are in the sales journey, this has improved collaboration between marketing and sales, reduced response times, increases lead conversion efficiency.

What do you like best about the product?

From an implementation perspective, Sales Cloud integrates well with other Salesforce products such as Service Cloud, Experience Cloud, Data Cloud, and MuleSoft, making it a strong platform for enterprise digital transformation rather than just a CRM.

What do you dislike about the product?

One challenge is that the platform has a learning curve. Without proper governance, organizations may over-customize the system, making future maintenance more difficult. Successful implementation requires thoughtful data modeling, security design, and user adoption planning.

What problems is the product solving and how is that benefiting you?

Agentforce Sales (formerly Salesforce Sales Cloud) solved the challenge of managing customer information, sales activities, and opportunities across multiple teams in a consistent and scalable way. It provides a single source of truth for customer data, streamlines sales processes, and improves collaboratio

As a former sales professional and now a Salesforce consultant with experience as a Solution Engineer, Project Lead, PM, and PMO, I have found that the platform significantly improves visibility into the sales pipeline and enables better decision-making through real-time dashboards and reporting. The automation capabilities, especially with Flow and AI-powered features, also reduce manual work and allow teams to focus on higher-value activities. Overall, it has helped deliver more efficient implementations and improved user

What do you like best about the product?

I use Agentforce Sales to coach my sales team with AI-generated recommendations and conversation guidance. I like that it speeds up quote and proposal creation, which helps in reducing the administrative workload of the sales team and boosts their productivity. The initial setup went smoothly, which was definitely a plus.

What do you dislike about the product?

I think Agentforce Sales could have stronger privacy control and more clarity in governance for regulated industries.

What problems is the product solving and how is that benefiting you?

I coach my sales team with AI recommendations, reducing their administrative workload for higher productivity. It also speeds up quote and proposal creation.

What do you like best about the product?

AI-powered automation: It helps with lead follow-ups, summarizes calls, updates opportunities, and recommends next steps, which cuts down on repetitive manual work.

What do you dislike about the product?

While Agentforce Sales is powerful and highly customizable, it can also feel overly complex for day-to-day users. The learning curve is steep, and setup plus ongoing customization often require specialized expertise. Licensing costs can also become expensive as organizations scale. In heavily customized environments, performance may slow down, and some AI features still need significant configuration before they deliver consistent value. I also find that even simple tasks can sometimes take more clicks than necessary, especially compared with more streamlined CRM solutions.

What problems is the product solving and how is that benefiting you?

Agentforce Sales helps centralize customer data, automate repetitive sales tasks, and deliver AI-assisted insights so sales teams can prioritize opportunities and follow up more effectively. This reduces manual administrative work, improves pipeline visibility, and supports faster, better-informed decision-making. Overall, it leads to higher productivity, stronger collaboration across teams, and a more consistent sales process that can improve customer relationships and increase revenue.

What do you like best about the product?

I appreciate being able to run reports and quickly find historical account information when I need it.

What do you dislike about the product?

The constant configuration changes affect the overall user experience.

What problems is the product solving and how is that benefiting you?

Opportunity records, book of business, and KPI reports. They help keep me on track and accountable.