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.
Easy to Use
What do you like best about the product?
The ease of use compared to other applications
What do you dislike about the product?
It's quick capabilities to access sales data and analytics
What problems is the product solving and how is that benefiting you?
Streamlining sales processes
Effortless Route Planning with User-Friendly Interface
What do you like best about the product?
It is easy to use and makes it simple to create routes for the day.
What do you dislike about the product?
There is nothing that comes to mind it is easy to use
What problems is the product solving and how is that benefiting you?
Create good route plans for agent to meet with clients
Great for Centralizing Customer Data, but Mobile and Usability Need Improvement
What do you like best about the product?
Everything about our customers is in one place, it is one source of truth. We can easily track sales agents performance and to improve customer journey.
What do you dislike about the product?
It is a bit complex for people who are not familiar with digital tools (older agents).
Mobile version does not have same option as desktop.
Mobile version does not have same option as desktop.
What problems is the product solving and how is that benefiting you?
I use this tool for tracking leads and conversions, as well as for enhancing the retention of both policies and customers. It helps me monitor progress and focus on improving customer loyalty and policy renewals.
Intuitive and Innovative, But Pricey
What do you like best about the product?
I find Salesforce Sales Cloud really easy to use, and our sales team is very excited about it. Setting it up was simple and everything went smoothly. The platform makes finding leads and account information easy, and the pipeline feature for converting leads to contacts and accounts is exceptionally useful. I also appreciate its innovative and future-focused nature.
What do you dislike about the product?
The price.
What problems is the product solving and how is that benefiting you?
I find the product helps in easily finding leads and accounts information, and converting leads to contacts and accounts efficiently.
Salesforce: Complete and Flexible Platform for Unified Customer Management
What do you like best about the product?
Salesforce is highly comprehensive and flexible for customer relationship management. The ability to create automations, personalized journeys, and advanced segmentations greatly facilitates working with campaigns and communication strategies. The integration between different areas (sales, marketing, and customer service) allows for a unified view of the customer, making actions much more strategic and assertive. I also appreciate the platform's stability and the ability to customize fields, flows, and dashboards according to business needs.
What do you dislike about the product?
Although it is extremely robust, some features end up being complex for initial configurations, requiring technical knowledge or specialized support. The learning curve is high, especially for those who need to create more advanced automations or reports. Additionally, certain processes could be more intuitive and agile in daily use, as small changes require several steps to be completed. Another point is that, at times, the loading time can impact productivity.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud helps me centralize all customer information in one place, making it easier to track history and interactions. It solves problems of disorganization and lack of visibility in journeys, allowing the creation of automated flows and more strategic segmentations. This brings more agility to structure communication schedules, campaigns, and personalized actions, avoiding rework and increasing team efficiency. As a result, I can make faster, data-driven decisions, improving performance and customer relationships.
Great for Organization, but Reporting Can Be Complicated
What do you like best about the product?
I like how easy it is to keep everything in one place. It helps me stay organized, track projects, and see what’s happening with each customer or account. It also makes it easier for everyone on the team to stay on the same page.
What do you dislike about the product?
Sometimes it can feel a bit complicated, especially when you’re running reports. There are a lot of features, which is great, but it can take time to learn where everything is and how to use it efficiently.
What problems is the product solving and how is that benefiting you?
It helps keep all our customer and project information organized in one place. It makes it easier to track updates, follow up on tasks, and communicate with the team. This saves time, reduces mistakes, and helps make sure everyone knows what’s going on with each account.
Powerful 360° Customer Insights with Robust Automation, but Can Be Complex for New Users
What do you like best about the product?
I value its capability to provide a comprehensive 360° view of the customer by consolidating all lead, opportunity, and activity data into a single, unified platform. The automation and AI features are particularly helpful for prioritizing high-value leads, streamlining workflows, and enhancing the accuracy of forecasting. Additionally, I appreciate the flexibility and real-time dashboards, which make it simple to customize processes and support more informed, data-driven decisions.
What do you dislike about the product?
While its extensive customization options are a strength, they can also introduce complexity, particularly when several teams create workflows without clear governance. For newcomers, the user interface may appear cluttered, which can make initial adoption difficult unless adequate training is provided. Furthermore, when managing large volumes of data or highly complex automation, both reporting and overall performance may experience noticeable slowdowns.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud addresses the challenge of scattered sales data and the need for manual tracking by bringing together leads, opportunities, accounts, and interactions within a single platform. It streamlines sales operations through automation, AI-driven insights, and real-time reporting, which helps reduce administrative tasks and enhances the accuracy of forecasts. For me, this translates into more informed, data-driven decisions, improved collaboration among teams, and a more transparent view of pipeline health and overall performance.
Great Usability and Functionality
What do you like best about the product?
Ease of use for end users and functionality
What do you dislike about the product?
Forecasting wont work with our sales configuration
What problems is the product solving and how is that benefiting you?
Helping out end users track leads to cash
Great Data Visibility, but Account Relationships Can Be Challenging
What do you like best about the product?
Sales Cloud allows us to view all of our contact, opportunity, and lead data in a single location.
What do you dislike about the product?
The parent child relationship or other forms of connections between accounts can at times be difficult to come through
What problems is the product solving and how is that benefiting you?
One stop shop for opportunity lead account and contact management
Efficient Sales Automation, but Slow with Large Datasets
What do you like best about the product?
Streamlined sales process and automation
What do you dislike about the product?
Sometimes Slow load times with large datasets
What problems is the product solving and how is that benefiting you?
Improves sales visibility and forecasting
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