We mainly use it for sales purposes. This includes working with different customers and products, such as banking services, and managing pricing and attributes, especially for clients in the oil and gas industry.
Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Salesforce for the win - cater to leads, create and process opportunities and renewals.
What do you like best about the product?
Salesforce sales cloud is very easy to use. The interface is bit old fashioned but has all the right buttons and workflows. I can add new products, fields that signify purchase date, last engagement date and renewals as well. I can use it daily to be on top of my various accounts.
I can pull reports, save them and get updated information on how many renewals are due for me as I start a week and how far along are the accounts where I am tracking the onboarding piece.
The integration with tools like Catalyst and Metabase is really nice and easy - it helps me export my data to other platforms and sync it from time to time - so that I can update various aspects of my account management/sales quota - book of business easily.
It is easy to get started and create the different flows you need for tracking lead conversion and documenting customer conversations. Any new field that I want can be added in seconds by me or the revops team members assisting me - so implementation's a breeze.
I do not feel like I need customer support most days - but the days I do need it (which is like super rare) - they are responsive and reply within set TAT intervals - not keeping me on hold.
I can pull reports, save them and get updated information on how many renewals are due for me as I start a week and how far along are the accounts where I am tracking the onboarding piece.
The integration with tools like Catalyst and Metabase is really nice and easy - it helps me export my data to other platforms and sync it from time to time - so that I can update various aspects of my account management/sales quota - book of business easily.
It is easy to get started and create the different flows you need for tracking lead conversion and documenting customer conversations. Any new field that I want can be added in seconds by me or the revops team members assisting me - so implementation's a breeze.
I do not feel like I need customer support most days - but the days I do need it (which is like super rare) - they are responsive and reply within set TAT intervals - not keeping me on hold.
What do you dislike about the product?
The fact that it logs out, multiple times in a day - I know its for security reasons - but still!
Also, now its so feature laden - that it is great when you know the flow that you want to work in. But it has a slight bit of learning curve if you are trying to add something new or work on a new dashboard or build a new report (because it has a truckload of toggles and options and fields).
UI can do with an overhaul.
Also, now its so feature laden - that it is great when you know the flow that you want to work in. But it has a slight bit of learning curve if you are trying to add something new or work on a new dashboard or build a new report (because it has a truckload of toggles and options and fields).
UI can do with an overhaul.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud is working well to help me:
1. Track my onboardings
2. Track new sales closed in a certain time period.
3. Notify me when a new lead or communication comes in.
4. Helps me add customer centric information and build a repository that updates and can be used by new team members - easily.
5. Helps fetch reports on the revenue brought in, or revenue pending, or revenue forecasted during a certain time period.
6. Helps me be on top of my quota numbers, by helping me understand ARR, NRR and subscription schedules for my clients.
7. It helps me pass on notes and info tidbits to finance/billing teams, communicate seamlessly between sales<>customer success and also forecast future sales numbers, by helping bring usage data of the product by way of subscriptions - and it integrates seamlessly with data operations as well.
1. Track my onboardings
2. Track new sales closed in a certain time period.
3. Notify me when a new lead or communication comes in.
4. Helps me add customer centric information and build a repository that updates and can be used by new team members - easily.
5. Helps fetch reports on the revenue brought in, or revenue pending, or revenue forecasted during a certain time period.
6. Helps me be on top of my quota numbers, by helping me understand ARR, NRR and subscription schedules for my clients.
7. It helps me pass on notes and info tidbits to finance/billing teams, communicate seamlessly between sales<>customer success and also forecast future sales numbers, by helping bring usage data of the product by way of subscriptions - and it integrates seamlessly with data operations as well.
One of the awesome CRM in the market
What do you like best about the product?
i like salesforce slaes cloud very much in terms of lead generation, sales managements,contact managements and keeping slaes record active and the beast feature i like about is email integration.
What do you dislike about the product?
i don't think there is anything to dislike about it as this is the best tool in the market
What problems is the product solving and how is that benefiting you?
so slaesforce sales cloud is solving all the sales problem in the market such as, email integration, workflow, sales forcasting, lead managements, lead generation, slaes tracker and this is benifitting us on slaes productivity as we got more lead to onboard, it enhances our cutomer relationship and the customization.
Powerful and easy to use tool to manage all work in one place
What do you like best about the product?
I love the way it provides the customization features. We can manage almost everything in one place and easy to use as well. It's helping to manage all the leads from single platform.
What do you dislike about the product?
Many of features which are very useful those are add-ons from salesforce or third party.
There are so many features that sometime we need some expert who can explain all the features to get benifit of all the features.
There are so many features that sometime we need some expert who can explain all the features to get benifit of all the features.
What problems is the product solving and how is that benefiting you?
It's helping me to track all the leads into one platform and automating day to day tasks.
Problems and Things to Think About When Using Salesforce Sales Cloud: An in-depth analysis
What do you like best about the product?
Strong lead and opportunity management is provided via its configurable sales routes, which allow for automated lead generation, lead scoring, and comprehensive opportunity monitoring. Proficient pipeline and forecast management instruments provide instantaneous insight into sales performance, while personalized reports and interactive dashboards furnish vital information. Salesforce Einstein is also rolled out to leveraged AI power features.
What do you dislike about the product?
Performance problems occur, especially when dealing with big amounts of data or intricate queries, which could cause the system to slow down. There are limits to customization; for certain business requirements, sophisticated coding or outside solutions are required. Salesforce charges for additional data storage over the allotted amounts, which results in substantial fees for companies that handle a lot of data.
What problems is the product solving and how is that benefiting you?
One major advantage is that regular work, including email campaigns, follow-up reminders, and approval processes, is automated. This frees up time for sales representatives to concentrate on high-value activities. Sales Cloud centralizes client data by providing a 360-degree view, ensuring team members have access to recent interactions, contact information, and purchase history, resulting in personalized customer engagements. It focuses on high-potential leads and streamline the sales cycle. Sales representatives stay productive wherever they are by updating and accessing CRM data on their mobile devices thanks to a mobile app.
Salesforce - Best Sales Tool in the world.
What do you like best about the product?
Salesforce offers a wide range of tools that cover all aspects of customer relationship management, including sales, service, marketing, and commerce. Its features help businesses manage customer data, track interactions, and nurture leads effectively.
What do you dislike about the product?
Deep customization often requires specialized knowledge of Salesforce’s proprietary programming languages (Apex) and development environment (Lightning). This can necessitate hiring skilled developers or investing in training.
What problems is the product solving and how is that benefiting you?
Lead folow up and conversion of leads.
Usefullness
What do you like best about the product?
Sales force is connecting users with the customers
What do you dislike about the product?
Their is nothing that i don't like about sales force
What problems is the product solving and how is that benefiting you?
It is making simple to connect an employee to its users and enable an employee to sell its products and services more usefully and simply
Has reports and dashboards and can be integrated with other products
What is our primary use case?
What is most valuable?
We use workflows for sales flows and various automation, such as assignment rules and validations provided by Salesforce. When out-of-the-box solutions aren't enough, we delve into coding, utilizing synchronous and asynchronous methods. Additionally, we employ tools like lightning components.
The tool includes reports and dashboards, CRM Analytics, Tableau, and Einstein Analytics. We can also integrate other tools as needed.
The product has improved overall performance and reduced time for many manual processes. For example, with a banking client, numerous manual processes, such as signing forms, were involved, leading to lengthy processing times, sometimes up to a month for a single request. However, after integrating everything into Salesforce Sales Cloud, the time for such processes decreased to just one or two days.
What needs improvement?
The tool's technical challenges vary depending on the requirements. When a new requirement arises, we must analyze the best approach to address it, whether through automation tools or coding. We encounter limitations such as the number of reports we can process or update, the queries we can write, and other similar constraints. Understanding when to utilize coding and when to rely on simple configurations is crucial.
For how long have I used the solution?
I have been using the product for more than four years.
What do I think about the stability of the solution?
I haven't faced any issues with the tool's stability.
What do I think about the scalability of the solution?
Overall, the tool is a scalable solution. I've observed many large clients with over 10,000 users using it. While occasional issues may arise, they are manageable.
How are customer service and support?
Responses in production environments are prompt, with issues addressed immediately. However, for concerns in sandbox environments, response times may be longer, often taking up to a week or even a couple of weeks for resolution.
How was the initial setup?
It is standard procedure to start with an empty sandbox in Salesforce Sales Cloud when installing. From there, if a customer requires additional features, a package or URL is provided. Once the end user installs the package, all out-of-the-box features, including objects and their relationships, are automatically installed and linked. However, additional admin setup tasks are required post-installation, such as configuring user access levels and determining whether users will have read-only or read-write access.
The deployment time varies depending on the components we need to deploy and the tools we are using. For instance, it can be done easily if we need to deploy administrative setups like adding users to the Salesforce Sales Cloud environment. However, it can take longer if multiple customizations are involved, such as using automation tools or coding, and if there are several components to deploy.
The staffing needs for maintenance depend on various factors, such as the size of the product and the number of end users.
What's my experience with pricing, setup cost, and licensing?
The tool's pricing is based on the number of users. It has a different pricing for 0-100 and another for 100-500 users.
What other advice do I have?
Customization options in Salesforce Sales Cloud are tailored to match specific business needs. One common method is using Apex code, which resembles Java. However, when utilizing code, it's essential to consider the platform's governor limits. To mitigate this, Salesforce provides asynchronous processing, expanding the limits further. For UI design, options include Lightning, Salesforce web components, and the recently acquired Vlocity. Users can create forms and pages through drag-and-drop configurations.
I rate the overall product a nine out of ten.
Most reliable cloud CRM platform
What do you like best about the product?
User-friendly interface of Salesforce CRM makes my job easier and faster.
What do you dislike about the product?
Should provide pay per use payment model like other saas platforms.
What problems is the product solving and how is that benefiting you?
It cuts down time taken in resolving customer queries and issues and improve productivity exponentially.
Adapts to any sales environment and helps organizations monitor the progress of sales opportunities
What is our primary use case?
We have multiple sales divisions, and each division has its own sales cycle. We have deployed the product for B2B businesses across all five divisions. We monitor the pipeline in multiple stages. We also monitor the conversion of pipelines into actual orders.
What is most valuable?
Chatter is one of the best features. Opportunity Split and Territory Management are also good features. I appreciate Salesforce's flexibility in the stages. The tool is quite flexible. It adapts to any sales environment. The solution has a major impact on pipeline conversion calculation. We monitor the pipeline stages. Salesforce helps us monitor the progress of sales opportunities.
What needs improvement?
The reporting features and the dashboard must be improved. We must create joint reports in Salesforce. End users do not appreciate it. I would love it if Salesforce Sales Cloud had a module to manage large enterprise accounts. It will help us monitor large deals involving multiple stakeholders, departments, and functions. It will help us understand how strong we are in our client accounts. The product does not have invoice and tax features.
For how long have I used the solution?
I have been using the solution for more than four years.
What do I think about the scalability of the solution?
Approximately 150 people in our organization use the product. I rate the tool’s scalability a seven out of ten. The tool is scalable but only in pipeline management. It lacks capabilities related to the execution of actual orders. The scalability must be improved.
How are customer service and support?
Our experience with technical support is always good.
How was the initial setup?
I rate the ease of setup a seven out of ten. The tool is not complex, but every sales function has a different working style. We must brainstorm to understand how to integrate the tool into our sales environment. The tool is cloud-based. Salesforce has its own cloud. We took three months to deploy the product.
To deploy the product based on the requirement, we map the objects into the sales process, design a technical and functional architecture on the back end, and deploy the tool after configuration and development along with change management. We needed five to ten people to deploy the tool and one or two people to maintain it.
What other advice do I have?
We are using the enterprise version. The AI features do not have much impact on our organization. We tried Einstein, but it did not have much impact. Overall, I rate the solution an eight out of ten.
A complete solution for Sales team
What do you like best about the product?
It's very easy to manage all Lead and track those Leads in to sales cloud. You can track everything till end and store all require details into that particular.
What do you dislike about the product?
I feel most of require things are covered, so difficult to say anything. But yes, conversation of phone call is difficult to manage.
What problems is the product solving and how is that benefiting you?
We can start the process with Creating Lead till Close Win/Loss. Also, provide daily task details which help each individual person to track his work and give idea about work.
showing 2,181 - 2,190