Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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External reviews are not included in the AWS star rating for the product.
Flexible, Robust CRM That Streamlines Lead Tracking and Automation
What do you like best about the product?
Salesforce Sales Cloud’s best thing is how flexible it is. It makes it easy to track every lead and check the different stages of a customer journey from a single platform. The automation also reduces manual effort by handling task reminders, email alerts, and workflows. Overall, it’s a very robust tool, and the friendly UI helps me get a good grasp of the entire system.
What do you dislike about the product?
1.There are many options and menus available, which can feel frustrating for first-time users. Because of this, some guidance is needed to better understand how the system works.
2. Sometimes it takes time to load page.
2. Sometimes it takes time to load page.
What problems is the product solving and how is that benefiting you?
There are multiple benefits to using Salesforce Sales Cloud. It keeps everything organized for me in a single system for each client, which makes it much easier to manage information in one place. I can also track each task and workflow in a simple, straightforward way.
Industry-Leading CRM Foundation with Powerful Customization, Integrations & AI Insights
What do you like best about the product?
We are confident in this tool, as they are an industry leading CRM Foundation, that has a powerful and customizable platform, robust reporting and forecasting, best in class ecoystem and integrations, sales productivity tools and AI empowered insights.
What do you dislike about the product?
OuroOut of the box experience, or ease of implementation can be daunting for those new to Salesforce, high administrative overhead, inconsistent data quality unless you use another tool to mitigate, rep experience can be clunky depending on admin buildout, and reporting is powerful by not intuitive, leading to infrequency of use.
What problems is the product solving and how is that benefiting you?
Our problems that are solved include no single source of truth, unreliable pipeline and forecasting, low sales productivity, poor visibility in to sales rep performance, disconnected go-to-market teams, inability to scale sales operations, and lack of insight into what actually drives revenue.
A powerful and flexible CRM that scales well with growing sales teams
What do you like best about the product?
What I like most about Salesforce Sales Cloud is how flexible it is, along with the depth of its feature set. It can be customized to support almost any sales process, from simple lead tracking to more complex, enterprise-level pipelines. The reporting and dashboards really stand out as well, offering real-time visibility into performance and making it easy to see what’s happening at a glance. I also value the automation tools, workflows, and AI insights, which reduce manual work and help keep the team focused on selling.
What do you dislike about the product?
Salesforce Sales Cloud comes with a steep learning curve, especially for new users. Early on, the interface can feel overwhelming simply because there are so many features and configuration options to navigate. Implementation and customization can also be challenging without experienced admins or consultants, which may increase overall costs. In addition, some of the more advanced features are limited to higher-priced plans.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud tackles the problem of scattered customer data and inefficient sales processes by bringing leads, accounts, and opportunities together in one centralized platform. It helps standardize the sales workflow, improves visibility across the pipeline, and supports more accurate forecasting. In turn, it saves time, strengthens collaboration across the team, and enables more data-driven decision-making, which leads to higher productivity and more consistent sales outcomes.
Clean Case Organization and an Easy, Clear Client Follow-Up Process
What do you like best about the product?
The platform offers a very clean way to organize cases and a clear, easy-to-understand process for following up with clients.
What do you dislike about the product?
For live conversations, chats, and WhatsApp, the site’s setup can feel confusing, and at times it makes it harder to keep track of what’s going on and follow the conversation clearly.
What problems is the product solving and how is that benefiting you?
It provides a single, all-in-one platform solution for the company. We can follow up on emails and live conversations without needing a second platform.
Centralized Data & Dashboard Make Sales Tracking a Breeze
What do you like best about the product?
I like how all customer information and interactions are centralized, making it easy to track deals and collaborate with the team. Dashboards help me quickly see which opportunities need attention. The dashboard shows sales at a glance, and centralized data makes teamwork and follow-ups easier. The setup was straightforward.
What do you dislike about the product?
The interface can feel cluttered at times, and some reports are hard to customize.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage the sales pipeline, track leads, and centralize customer data, reducing manual tracking and follow-ups.
A Game-Changer for B2B Relationship Management and Scalability
What do you like best about the product?
I appreciate that Salesforce Sales Cloud acts as the 'single source of truth' for our complex B2B landscape at TurboTax, providing 360-degree visibility into partner and corporate affiliate accounts. This complete view is crucial for managing relationships where every contract detail, communication history, and revenue forecast is available in one place. The workflow automation feature stands out, allowing us to automate routine follow-ups and renewal alerts, which frees up the team to focus on strategic relationship building rather than data entry. The integration with Tableau is also a huge plus, transforming raw data into actionable visual insights for our quarterly planning without having to leave the ecosystem. Salesforce scales effortlessly with Intuit's growth, managing high volumes of complex data without performance issues. The reporting tools and integration with Tableau help us generate accurate forecasts and visualize our pipeline health in real-time, which is essential for quarterly planning.
What do you dislike about the product?
The sheer volume of features can be overwhelming for new users. The learning curve is steep; onboarding new team members requires significant dedicated training time to get them comfortable with our customized instance. Additionally, because the platform is so highly customizable, maintaining data hygiene requires constant vigilance and strict governance, or the data can get messy quickly.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud offers a 360-degree partner view and workflow automation, reducing manual work and enabling strategic focus. It scales effortlessly with our growth, integrates well for real-time analytics, and resolves fragmented data issues, enhancing unified view and operational agility.
Highly Customizable and User-Friendly CRM
What do you like best about the product?
I find Salesforce Sales Cloud easy to use and highly customizable. I can access it from my laptop, web, or mobile effortlessly. The single sign-on with two-factor authentication makes access secure across devices. I appreciate that every single feature is available in all versions. I also like how the initial setup links everything to my access and privileges smoothly.
What do you dislike about the product?
Sometimes some reports are not available for download or share. I'd like easier and faster sharing with other Salesforce users.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage the pipeline, record deals, and create quotes. It handles monthly and yearly forecasts via the dashboard, offering easy access from any device, which makes it highly practical and user-friendly.
Customizable Yet Complex CRM Solution
What do you like best about the product?
I use Salesforce Sales Cloud for running a sales operation, and it helps me track leads, accounts, and sales activity logging. I appreciate how it provides a live view of leads, deals, and pipelines, making it easier to route leads automatically. What I like most about it is the option for customization without the need for rebuilding, allowing me to tailor stages, fields, and layouts. Customizing stages effectively helps reps know exactly what is needed to move a deal forward, assists managers in spotting stalled deals, and aids in forecasting reality instead of hope.
What do you dislike about the product?
Because it's easy to customize everything, teams often add too many stages, fields, and rules, which turns CRM into a chore instead of a tool. When there are too many required fields or poorly timed validations, a simple update turns into friction. Reps start doing the minimum to get to the last save button. The initial setup was also hard as it was challenging to decide what real sales stages were, what fields actually mattered, and what data must be required.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud for running sales operations. It helps me track leads, accounts, and sales activities. It provides a live view of leads, deals, and pipelines, with leads getting routed automatically.
Powerful CRM with Stellar Customization and Integration
What do you like best about the product?
I really appreciate Salesforce Sales Cloud for its robust customization and seamless integration ecosystem. The Flow Builder is a standout feature because it lets me create complex business logic and automation without writing any code, which is efficient for scaling operations. I also find the AppExchange and the API-first approach to be game-changers, as they allow me to easily connect Salesforce with external data tools like Python scripts or SQL databases, ensuring clean and synchronized data flow. The ability to build custom objects tailored to our specific business needs, instead of being stuck with a generic structure, makes Salesforce an excellent solution for our workflow.
What do you dislike about the product?
While Salesforce Sales Cloud is powerful, there are a few areas that could be improved. The learning curve and complexity of the platform can be overwhelming, especially for new users or smaller teams without a dedicated admin. The initial setup and configuration are time-consuming. The interface performance, especially the Lightning Experience, can feel sluggish when generating complex reports or loading pages with many custom components; improving speed and responsiveness would be a plus. Pricing transparency is an issue; costs can escalate quickly with more users and third-party integrations from the AppExchange. A more flexible pricing structure for growing startups would be helpful. The mobile app doesn't offer the same deep customization and ease of use as the desktop version, particularly for managing complex data workflows on the go.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to eliminate data fragmentation, automate tasks to save time, and convert raw data into actionable insights. It centralizes customer interactions, automates lead routing, and provides real-time analytics for better revenue forecasting.
Well-Set Up, It Keeps Tasks and Accounts Perfectly Organized
What do you like best about the product?
If things are setup well, it helps with your organization of tasks and accounts that you have.
What do you dislike about the product?
I have experienced if it is not setup well, then it is a challenge to be efficient with your work.
What problems is the product solving and how is that benefiting you?
Organization of accounts and keeping all information centrally located.
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