Agentforce Sales
Salesforce, Inc.External reviews
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Salesforce Sales Cloud Review
What do you like best about the product?
I like the new omnichannel feature which is very good addition
What do you dislike about the product?
Not that I noticed or aware of since I started using it
What problems is the product solving and how is that benefiting you?
Sales Could help with the process automation feature, which makes it easy for the user to drag and drop to build process automation.
A great place to get consolidated information across teams
What do you like best about the product?
I liked being able to see existing information on my clients and accounts and details without having to reach out to my colleagues on other teams and wait for a response. Saved me and my teams money and effort in verbally sharing or physically storing this information.
What do you dislike about the product?
It can be difficult to change the type of property for example, i would like if there were one button to mass change leads to contacts or vice versa without having to individually go through and change each property.
What problems is the product solving and how is that benefiting you?
having consolidated information that is easily accessed on demand and can help me to plan my outreach in accordance with what my other team members are already working on. I also like that it can be linked to my other programs i.e hubspot and/or salesloft to work across teams.
Reporting metrics into consolidated view is great, but data can be iffy based on other APIs
What do you like best about the product?
Reporting view is very easy to create and customize. It's helpful in all aspects of the sales cycle and marketing activity. It's best for a visual graph view which is easy to customize and create charts or bar graphs. Creating opportunities is fairly easy, and the option to include more information in VARIOUS areas is great, even though it can be overwhelming, I try to remove fields I will never use so the visual is more condensed.
What do you dislike about the product?
It can be overwhelming with the fields and information if you don't know what you need or what to enter directly. There is no way to condense it because having the option is helpful. Creating opps isn't difficult, but it requires a ton of manual entry, which is time-consuming. I wish there was a better way to integrate auto-publishing or to populate to alleviate the time it takes to enter information. Because of this, many opps are missing information that others have, creating skews in the data and hence reporting.
What problems is the product solving and how is that benefiting you?
Tracking each opportunity in the sales cycle and for us tracking sales and pipeline activity (or tying back to specific activities) if done correctly. Our CRM in Salesforce is great though.
The most dynamic sales CRM.
What do you like best about the product?
Salesforce is being used by a wider range of companies because of its flexibility to build it around your requirements. The other positive thing is its integration with almost all the tools available out there in the market. We connect Salesforce with almost all of our sales stacks like Salesloft, Seismic, Sales Navigator and ZoomInfo. Pardot is very useful to do marketing campaigns. The prospect timeline provides full visibility on the stage of prospecting.
What do you dislike about the product?
There is nothing as such that I dislike but the learning curve is pretty high for new users. Also, maintaining the data is tricky too as uploading it manually every day is a task. Sometimes I find it hard to use to generate reports and build a prospect list from Salesforce itself. I believe the UX can be a bit better and more Modern, as new-age companies like Hubspot and Freshworks are coming up with better UX and easy-to-navigate menus.
What problems is the product solving and how is that benefiting you?
Salesforce is acting as a single source of Truth for all the Sales efforts inside the company. All of our Account and Prospect data is in there with the activities, stages and deals. This is also providing a great dashboard for the management to see the insights into a company. The integration of different apps helps us to populate lead lists (Using Sales Navigator) or run outbound campaigns (Using Salesloft). Overall this is a mighty CRM for Small-Mid Size companies.
Very good
What do you like best about the product?
Lead to cash business is very common and allows easy onboarding to new sales reps.
What do you dislike about the product?
Quoting of subscription products does not come out of the box
What problems is the product solving and how is that benefiting you?
Allows us to see all the deal management and pipeline management in SF
Highly-customizable sales platform
What do you like best about the product?
Salesforce Sales Cloud can do almost anything you need, assuming you're willing to put the time, resources, and effort into it. We've used Salesforce Sales Cloud as our CRM for nearly five years, and it has only gotten better as we've become more familiar with it and customized it to our needs.
Salesforce is huge, and the opportunities for customization are endless.
Salesforce is huge, and the opportunities for customization are endless.
What do you dislike about the product?
Depending on your industry and your company's specific needs, "out-of-the-box" Sales Cloud may simply not be good enough. It took us a lot of customization (including plenty of custom development) to build the Sales Cloud out the way we wanted it. We've also installed several plug-ins to make our workflow more efficient.
Salesforce can also be expensive, so depending on how much cash you're willing to spend, it may not be the right option for you.
Salesforce can also be expensive, so depending on how much cash you're willing to spend, it may not be the right option for you.
What problems is the product solving and how is that benefiting you?
We use Salesforce Sales Cloud for lead management. Most of our leads are automatically posted right into Salesforce and automatically distributed to our loan officers, who contact them, convert the leads to opportunities/deals, and send the information into our loan origination system with the click of a button.
Great platform to manage end-to-end functioning of our sales department
What do you like best about the product?
Lead and opportunity management is nothing short of excellent. I've used many CRMs over the years, and the capabilities/ease of use of SF Sales Cloud never ceases to amaze me. The customization of the UI makes it easy for myself and my team to have access to so much information with a minimal click path. Time is money! I'd also like to add how easily SF Sales Cloud integrates with a variety of different platforms. Integrating with Hubspot, Cirrus Insight and ZoomInfo was easier than I could ever imagine.
What do you dislike about the product?
There aren't many limitations to SF, but there are a few. Most of my issues come with home page editing but other than that tiny issue, nothing but posititves. I've been frequently working in SF Sales Cloud for 4-5 years now and I truly wouldn't bother using another CRM.
What problems is the product solving and how is that benefiting you?
It gives our Sales Managers an easily digestible UI, which is extremely important to any sales team. Data should be easily accessible and SF Sales Cloud does just that. Reporting and dashboard building have made our day-to-day sales lives a whole lot easier.
Traceability was a big issue for us in the past, but with Salesforce Sales Cloud, its easier than ever to go back and find historical data. Salesforce helps us create that "story" we're looking for, even when we don't think we have one to tell.
Traceability was a big issue for us in the past, but with Salesforce Sales Cloud, its easier than ever to go back and find historical data. Salesforce helps us create that "story" we're looking for, even when we don't think we have one to tell.
It is a must have software for companies with a large or medium sales organization.
What do you like best about the product?
Highly customizable and you can easily create many dashboards and reports based on your needs. I love the mobile app that I can find contacts quickly and follow up on the leads on the go. We have other software that is integrated into Salesforce so our reps can use them for prospecting.
What do you dislike about the product?
The cost of the licenses is high compared to other CRM software out there. Lack of a customer support team that I can reach out to quickly if there's an issue.
What problems is the product solving and how is that benefiting you?
Managing our customer data including the intend data of the prospects. Capturing leads and able to quickly follow up using tools like mass email and email templates.
Organizing the tasks become easy.
What do you like best about the product?
In the salesforce, we can fetch all the information regarding the campaign, etc... in one place. Dashboards option gives us a clear performance of our tasks, by this we are able to analyze the data easily.
What do you dislike about the product?
In Salesforce even if the campaign is terminated or paused also it is showing the upcoming tasks till the campaign end date. Due to this under pending tasks, it is showing many pending tasks which look bad.
What problems is the product solving and how is that benefiting you?
Sales Force is the place where we can get all the data in one place. We will get notifications if anyone posts information or assign a task. We can assign tasks to other teammates and also can give the priority.
Easy way to organize our sales
What do you like best about the product?
My dashboards answers my mentor, my accountant and my questions at a click of the button. I have no extended our offering and we are able to be smart and precise on areas to focus on!
What do you dislike about the product?
It can be pricy for small organizations and it does take time to get into the habit of data entering (like all crms)
What problems is the product solving and how is that benefiting you?
Easy tracking and management
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