We use the tool to manage our sales pipeline and life cycle.
Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Shortens the sales lifecycle and helps to manage the pipelines
What is our primary use case?
What is most valuable?
The most significant features of Salesforce Sales Cloud that boosted our sales productivity are workflow management and integrated commentary. Workflow management allows us to progress from exploration and qualification to closing a sale. The integrated commentary feature lets us open conversation threads around a sale and bring in team members, enhancing collaboration.
The tool's reporting feature is also good, giving an idea of the number of open leads. We do benefit from automated alerting and reporting. This automation ensures we are automatically notified if something changes or an event occurs.
What needs improvement?
One consistent comment about the product internally is that it has a steep learning curve, especially for some sales executives. Simplifying the interface would be a big leap forward. Like a chatbot, fewer clicks and more direct AI interaction could help. A simplified interface with AI support would make things much easier. We need an AI feature like ChatGPT that helps us to hold conversations.
For how long have I used the solution?
I have been working with the product for five years.
What do I think about the stability of the solution?
I rate the product's stability a nine out of ten.
What do I think about the scalability of the solution?
The solution is scalable. I rate it a ten out of ten. My company has around 7000 users. If we are more successful, we will increase our usage.
How are customer service and support?
I haven't contacted the support yet.
How was the initial setup?
I think the tool's setup experience is easier now because I know it, but initially, I found the learning curve quite steep. If I had to score it on complexity, with ten being easy, I'd probably rate it around six or seven.
There are many mouse clicks and things to be aware of, along with many controls. You can get stuck wondering why you can't move something from one stage to another. You get used to it over time, but the learning curve is steep.
What was our ROI?
I think Salesforce Sales Cloud has improved our control and visibility over the sales process, likely shortening our sales cycle. The workflow elements give us a better handle on the stages in the pipeline, helping sales executives focus on moving things along. This has sped things up compared to our previous sales life cycle.
What other advice do I have?
Learning how to use Salesforce Sales Cloud took me about three months. I quickly developed a core set of skills but kept finding useful features over time.
My advice for those looking to use Salesforce Sales Cloud is to invest time at the beginning to understand the key features and how to use them. People often try to learn it on the side, only doing things when necessary. Focusing on proper usage from the start will prevent many issues and save time.
I rate the overall product an eight out of ten.
Amazing tool for social media experts
What do you like best about the product?
Salesforce is a very good ally for us who work with social media management aligned with customer support. The variety of functionalities it has, at least for my role as a Social Media expert/advocate, is humongous. It is somewhat simple to get familiar with its features but there is a lot to explore and to have a good performance as an expert, you need to always keep searching and clicking around and you might even discover something new. When it is integrated with other apps such as Sprout Social, it makes the dynamics of our operation very smooth and improves our productivity when it comes to SLA, real-time updates, replying to customers with ease, etc.
What do you dislike about the product?
This is not actually an issue but the platform can be quite tricky if new users are exploring by themselves. Usually, since I'm reviewing it under my company right now, we had training on how to use Salesforce and its functionalities but since it is a very complex and complete system and we do not have much time to explore it, some features could be more intuitive or better signalized - not only for newcomers but for day to day when we need to recall what tool does what, where info X, Y, Z is located at.
What problems is the product solving and how is that benefiting you?
For my role as a Social Media advocate, Salesforce benefits me and my team in terms of receiving interactions from customers in real-time updates with ease. Since our workflow is somewhat heavy because we attend to a client with a high demand for customer support on Twitter and Facebook, sometimes it can be pretty hectic to reply and give attention to every single user but we can manage it well inside Salesforce. It also allows us to keep track of past interactions that the customer had with our brand, and previous requests for support, and other agents from different areas in our operation can manage the same case/interaction but with different functionalities depending on their role.
Necessary tool to make my world run smoothly
What do you like best about the product?
- integration friendly to streamline processes
- I am using it all day long and it's extremely easy to navigate through
- Very flexible on the reporting side which is extremely beneficial when trying to find metrics or new leads/accounts
- I am using it all day long and it's extremely easy to navigate through
- Very flexible on the reporting side which is extremely beneficial when trying to find metrics or new leads/accounts
What do you dislike about the product?
- there is sometimes too much going on and a lot of noise that isn't always necessary
- sometimes slow when clicking through the system, ie: creating and submitting a task (more clicks then necessary and too much time it takes per click based on the quanitity I am doing them)
- sometimes slow when clicking through the system, ie: creating and submitting a task (more clicks then necessary and too much time it takes per click based on the quanitity I am doing them)
What problems is the product solving and how is that benefiting you?
- Organization of my leads and accounts, being able to prioritize my time
- understanding my performance in the past and how I can improve in the future
- Able to uncover new leads and opportunities that have been in our system
- understanding my performance in the past and how I can improve in the future
- Able to uncover new leads and opportunities that have been in our system
Great Product
What do you like best about the product?
Customer support is great. Also, the product is easy to use.
What do you dislike about the product?
Could be a little fast. Sometimes, the product is slow.
What problems is the product solving and how is that benefiting you?
Helps look at all the customer commuincation.
Einstein insights helping me greatly.
What do you like best about the product?
I use Einstein insights to identify the opportunities that need my immediate attention. This helps me plan my schedule effectively allowing me to focus on opportunities to capitalize on it and not miss it.
What do you dislike about the product?
The capability of removing contacts that no longer are the part of client's organization is not yet available.
What problems is the product solving and how is that benefiting you?
I see it as a platform that is a "Single source of truth". It allows me to manage my salescycle very effectively. With AI insights, its making my job a lot more easier..
very user friendly and easy to navigate
What do you like best about the product?
very user friendly and easy to navigate.
What do you dislike about the product?
Not available.
The salesforce is perfect tool to work with, However need some improvement with the automatic updation of the info,
The salesforce is perfect tool to work with, However need some improvement with the automatic updation of the info,
What problems is the product solving and how is that benefiting you?
Sales force makes the work easier as all the required info is available on a single platform, which saves a lot of time.
Insightful
What do you like best about the product?
Salesforce Cloud empowers the customers. They aren't running short of options to contact the company anymore.
What do you dislike about the product?
I would say the cost. It costs a lot more than other cloud services.
What problems is the product solving and how is that benefiting you?
Collection of customer data is the most helpful insight for me.
One stop shop for all CRM, but costly
What do you like best about the product?
It has every kind of integration or need any company would want.
A great support network through Trailhead or directly from salesforce if you need to raise a case.
A great support network through Trailhead or directly from salesforce if you need to raise a case.
What do you dislike about the product?
It can be a little complex and it is very costly.
It can vary on up front support for changes, with sometimes very little notice on things like instance refreshes.
It can vary on up front support for changes, with sometimes very little notice on things like instance refreshes.
What problems is the product solving and how is that benefiting you?
It is simply the best CRM out there today. There is no better.
The low code area is quite unique to be able to allow so much change, yet if you need to develop big projects you can in a wide range of sandboxes.
The low code area is quite unique to be able to allow so much change, yet if you need to develop big projects you can in a wide range of sandboxes.
Used for 1 year to track prospects for TYPSY software selling at GROW 10X
What do you like best about the product?
Best feature of salesforce is its extension in my chrome ;D it always was easy for me to put a prospect in without any hassel after reaching them out on email and it was giving best lead management experience for my team as well. Wheneveer i was in need of another team member to follow up on my prospect he can easily find the whole convocation and followup notes there so for even checking and putting prospect actuall for whole team if its been targeted or not Salesforce is the best CRM I ever used since.
For me it was easy to manage and check if a demo has been booked and done with the sales representative or not so for me iy is giving the best user experience to businesses to sell, track and reach their prospects in easy and broad outreach prespective. for me its 10/10
For me it was easy to manage and check if a demo has been booked and done with the sales representative or not so for me iy is giving the best user experience to businesses to sell, track and reach their prospects in easy and broad outreach prespective. for me its 10/10
What do you dislike about the product?
The only thing which irritated me while using it was too much notification and updated which was making it quite difficult for me to keep going with. everytime my project manager was giving training when there was new update and i was not able to adapt it so quick
What problems is the product solving and how is that benefiting you?
salesforce was solving problems of proppect data storing
helping me by notifying important follow ups
helping to sort closed candidates to avoid future contact
helping me by notifying important follow ups
helping to sort closed candidates to avoid future contact
Customisable, scalable, powerful
What do you like best about the product?
The customisation possible, and the UI is better than most
What do you dislike about the product?
Some restrictions, more so with automation
What problems is the product solving and how is that benefiting you?
360 degree view if the customer, and taking care of mundane tasks with automation
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