The product is a CRM system, and without it, you're pretty much blind because you're relying on it to provide customer information and track the sales flow. I've used it for ten years and haven't used anything else, so I couldn't comment on whether it's better or worse than any other products on the market. However, Salesforce Sales Cloud is almost the de facto standard in the CRM field. Most companies have used or are currently using it to some extent. The solution is a bit like email—it's just one thing you use daily.
Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Sales cloud is awesome
What do you like best about the product?
It helps make our sales process efficient all the way from leads to opp to contracts.
What do you dislike about the product?
There's not much to dislike about Sales Cloud.
What problems is the product solving and how is that benefiting you?
It keeps the data all in one place.
Best Organization
What do you like best about the product?
It has the best organization of data for what I need.
What do you dislike about the product?
System integrations could use a little more work.
What problems is the product solving and how is that benefiting you?
I have all my data needs, they keep everything very organized.
Super powerful
What do you like best about the product?
You can do SOO much with it. Data analytics and breakdown help our sales team HUGE. Reporting and dashboards have made it really easy to see trends in the market. Were able to go after the right customers and that makes our success rate so much higher.
What do you dislike about the product?
I feel like there’s a LOT to learn. For non technical people it’s difficult to pick it all up without feeling like you’re going back to school. Trailhead is a great way to learn, but there’s a lot.
What problems is the product solving and how is that benefiting you?
All the data is really easy to see and organize. We can group our customers/leads by location and really plan our attack thanks to how Salesforce puts it together.
Sf sales cloud has been revolutionizing our customer experience.
What do you like best about the product?
Customer 360 view. It has given our customer a full view of our large product portfolio.
What do you dislike about the product?
Change management at first but it has become easier as we have progressed and reviews are positive.
What problems is the product solving and how is that benefiting you?
Identification of missed opportunities and actioning conversations to customers.
It really lives up to the hype!
What do you like best about the product?
I've used a few different CRM platforms in my professional career, but none quite match up to Salesforce. The piece I liked best was how in depth the CRM was able to track and sort data. Every time I had a thought of "it would be great if I could do X", there was already a way for that to be done. Not to mention the customer support was great in helping me navigate the platform and learn of its capabilities along the way.
What do you dislike about the product?
There isn't much that I genuinely dislike about Salesforce. The only real issue I faced was the overwhelming amount of features and integrations. Integration with our other platforms was seamless, however I felt at times that I was not using Salesforce to its fullest potential.
What problems is the product solving and how is that benefiting you?
Managing a portfolio of clients can be incredibly challenging. Salesforce as a CRM allowed me to manage, track, plan, and execute objectives within my portfolio of clients in a way that would be impossible otherwise.
Room for improvement
What do you like best about the product?
1) Reporting and data is very good
2) Easy-to-action tasks such as calls, emails, LinkedIn messaging, etc.
3) Online customer support
2) Easy-to-action tasks such as calls, emails, LinkedIn messaging, etc.
3) Online customer support
What do you dislike about the product?
1) Cadences don't work well
2) The UI of the platform is not as user-friendly
3) The way tasks are set out to be completed daily can be confusing
2) The UI of the platform is not as user-friendly
3) The way tasks are set out to be completed daily can be confusing
What problems is the product solving and how is that benefiting you?
Provides very good data and reports which is crucial for everyday work.
A feature-rich platform that helps to track sales and gather customer information
What is our primary use case?
What is most valuable?
The tool is a feature-rich platform. It is cloud-based means it's accessible to multiple people in the organization simultaneously. It's a collaborative CRM system where updates are visible to everyone. You can use it lightly with basic notes or extensively with lots of information. It supports multimedia, allowing you to upload video and audio clips. Overall, it's a feature-rich platform, and I don't have one specific feature that stands out; it's just very functional and rich.
You can set up personal dashboards with your indicators. Most senior management inside organizations use the solution to create their dashboards. At a glance, you can see how the organization is doing from a sales perspective, whether they're on target, and what the pipeline looks like.
The tool is like an email system. It's like asking how much money Outlook has saved your company. You couldn't function without it. It's not an extravagant purchase where you could opt for something else. Salesforce is pretty much ubiquitous. It's just one of those back-office tools, like an email system, that you have to use. You don't view it as saving a specific amount of money per month. It's more like without it, you couldn't function.
What needs improvement?
My age-old complaint with Salesforce Sales Cloud is that it has to be refreshed because it's a cloud-based system. If you make any updates, you have to refresh and save because you're fundamentally looking at what's running in the cloud. It can be slow since you constantly refresh and save the screen. If you were running a local application, like a local CRM system, as you input anything, it would be more seamless.
It's like using Excel—you don't have to save every single time you enter new details into a cell because it knows it's a local copy. With a cloud-based system like the tool, changing requires refreshing and saving, which can be tedious.
For how long have I used the solution?
I have been using the product for ten years.
How are customer service and support?
Technical support is routed through our internal support team.
How was the initial setup?
The solution takes quite a while to set up and load all your company information. It's not a straightforward process. Once it's up and running, it's fine. The setup wouldn't be done by individuals but by the IT department and the sales administration team. They would upload all the content. Whether that takes days or weeks, I have no idea. Every company I've worked for established it with all the data uploaded.
What other advice do I have?
I rate the product an eight out of ten. The tool is a dominant player in the market, and most people have experience with it; if people have used CRM systems in the past, I would think that most have come across or actively used Salesforce Sales Cloud. So, from that point of view, I'd recommend it. It's like asking if you're familiar with an email system like Outlook—most people will say yes.
Great but not the easiest
What do you like best about the product?
You can pull all the needed reports and all your work can be in one place.
What do you dislike about the product?
It's not easy to use like for eg. zendesk. So, you need to learn more about it in the begining.
What problems is the product solving and how is that benefiting you?
It helps in create events and send emails with the reminders automatically.
All in one platform for sales and extensive list of third party integrations.
What do you like best about the product?
It's flexible and you can customise to your needs n automate.
What do you dislike about the product?
It's bit expensive on the pocket compared to it's competitors.
What problems is the product solving and how is that benefiting you?
Having one tool for all needs.
Strong and Powerful
What do you like best about the product?
Very user friendly and insightful, love the reporting feature.
What do you dislike about the product?
Can get overwhelming if not maintained in an organized way.
What problems is the product solving and how is that benefiting you?
Helping us with the report generation and KPI tracking.
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