I'm in an architect role. Primarily, it's for CRM. Service Cloud is used as our call center using the CRM.
Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Infinitely customizable, good end-to-end sales and customer management processes but lacks good documentation
What is our primary use case?
How has it helped my organization?
Essentially, it's the CRM solution for managing customers and leads.
The features that had the most significant impact on our sales efficiency include flexibility, regular updates, and very good end-to-end sales and customer management processes.
AI and machine learning are on the agenda for next year. Initially, it will be very silo-based, but eventually, we'll be integrating MIBI data into our solution.
Sales Cloud's reporting and analytics capabilities influenced our sales strategy quite a lot. We can build every report as a dashboard, and there are various sorts of things. We are using Tableau as our MIBI analytic solution, which is also owned by Salesforce these days.
What is most valuable?
Sales Cloud is invaluable because it's a cloud solution that's well-used, provides businesses with essential sales tools, and is infinitely customizable.
FlowBuilder and DBSync are critical. DBSync is a tool that manages our databases.
Lucidchart is valuable for creating diagrams.
What needs improvement?
There is room for improvement in Documentation and third-party documentation.
CI/CD is the biggest room for improvement. Deployment between environments and configuration. They've come up with their own CI/CD solution recently, but it still feels a bit like it's held together with string and paper.
For how long have I used the solution?
I have been using it for two years. We use the latest version. It was deployed in Spring 2024.
What do I think about the stability of the solution?
I would rate the stability an eight out of ten. It's pretty good. Sales Cloud has defined upgrade paths—three upgrades a year. Things very rarely break. They fix bugs and update code that we're currently using. The APIs they use to support multiple versions. The stability of the platform is very good.
What do I think about the scalability of the solution?
I would rate the scalability an eight out of ten. The biggest impediment there is storage costs. It's very expensive.
At the moment, we've not gone live. So, it will be around 250 end users.
How are customer service and support?
The customer service and support are excellent. I'm overall satisfied with it. It could be improved, but everything could be improved.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We used a different solution. We decided to move mainly because the old solution was long in the tooth, no longer supported, and would have needed substantial updates. It wasn't really a solution that could be used for a membership management system.
How was the initial setup?
I would rate my experience with the initial setup a six out of ten, with one being difficult and ten being easy to set up.
The reason for that is it's ultimately customizable. It's out of the box—it doesn't really give you anything. You need to customize it.
Sales Cloud could deliver a whole package of design patterns or out-of-the-box solutions that work better for different industries.
What about the implementation team?
The deployment took quite a while, maybe a year, mainly because of customization issues.
It's fully CI/CD delivered. It's not very manual at all. We want to move to an automated process where you make changes, test them, deploy them, and they're automatically tested, which is a bit awkward but it's getting there.
Around 20 people, doing various jobs were included in the deployment process.
More than 20 because we got a third party to help us develop it. We outsourced a lot of the development to a system integrator.
What was our ROI?
We expect to see a ROI.
What's my experience with pricing, setup cost, and licensing?
I would rate the pricing as seven out of ten, where one is cheap, and ten is expensive.
It's expensive, storage being the most costly aspect. We got a good deal, but it's quite a lot.
Which other solutions did I evaluate?
We evaluated other options. We looked at upgrading our legacy system and the latest version, which didn't work well with our membership organization—it works best for customers.
We also tried Microsoft Dynamics, which didn't fit our business needs, and SAP, which was a bit clunky and not customizable enough.
What other advice do I have?
Overall, I would rate the solution a seven out of ten.
It's very flexible, and customization varies greatly. The key is to accurately collect your requirements and manage the delivery of your requirements. Otherwise, you'll encounter problems, and that's the same with every solution.
Salesforce quality review
What do you like best about the product?
helps to boost productivity and helps to take better decisions
What do you dislike about the product?
sometime it feels a bit laggy hence it hinders experience
What problems is the product solving and how is that benefiting you?
helps me to schedule many things in my business
Good but not for heavy workload
What do you like best about the product?
Salesforce is easy to use, and you get a good number of features. I like the UI, and it is easy to integrate with other apps.
What do you dislike about the product?
You will face some issues with automation due to heavy work loads, but overall, it is good.
What problems is the product solving and how is that benefiting you?
This application has solved many issues, like analyzing sales data and automating mail. Yes, but some times it can give you a hard time with automation.
Sfdc review
What do you like best about the product?
Salesforce sales cloud has a lot of different features that can be used easily
What do you dislike about the product?
sales cloud has too many permissions levels and need to go through too many admins
What problems is the product solving and how is that benefiting you?
working it as a crm and being able to keep track
Its a good application for beginners.
What do you like best about the product?
Saleforce helps business to manage their work, its user friendly, and easy to integrate.
What do you dislike about the product?
There are times when autimation fails and give you inaccurate data.
What problems is the product solving and how is that benefiting you?
While I dont know about others but I use it for email traking and business scadualing. It has solve some of my daily work load.
Great for enterprise
What do you like best about the product?
It ship ports a lot of customization and code suitable for our enterprise org.
What do you dislike about the product?
Cost can be brought down instead of per user , enterprise level costing
What problems is the product solving and how is that benefiting you?
Multiple sales team
Allows to customize the sales process, easily adapts to our use cases but integration with other sales systems or clouds that are not powered by Salesforce is very hard
What is our primary use case?
It's for managing the sales cycle.
How has it helped my organization?
When it comes to the lead management process, we track and evaluate the different stages and the challenges in each stage. It's so that the entire team has visibility of what's going on with each individual lead.
It has significantly impacted the sales cycle because we are able to get more precise updates, report back to our senior execs using the Salesforce stats, and make database judgments. So, it has shortened the sales cycle.
What is most valuable?
I like that I can customize the sales process to a particular team so that, based on whatever framework I use, I can significantly adapt sales. That's the security of the system.
What needs improvement?
It might be easier if there were better integration with other sales systems or clouds that are not powered by Salesforce. For example, when we work with partners, such as Amazon or any other major tech company, sometimes we collaborate to develop a sales lead.
We use integrations between Salesforce instances so the partner can add opportunities to our account and vice versa.
The integration between systems used by different partners is very hard. So, that's something that can definitely be improved.
There are features I would like to see in future releases. It could give recommendations on what could be a possible next step and highlight important points; that's where AI would come in. If it sees patterns in sales and Sales Cloud could evaluate it and showcase to us how that sales cycle could be shortened – that would be a great feature.
For how long have I used the solution?
I have been using it for five years now.
What do I think about the stability of the solution?
The solution is fairly stable. I have not faced any issues.
I would rate the stability a ten out of ten.
What do I think about the scalability of the solution?
The solution adapts to our use cases. It's highly customizable, but you just need to know how to customize it.
I would rate the scalability an eight out of ten.
How was the initial setup?
I would rate my experience with the initial setup a six out of ten, with one being easy and ten being difficult.
It's just a matter of enablement. Sometimes, when it comes to inputting data, it has to be in certain formats, and it doesn't work properly. When you convert it to a report, it doesn't display the report correctly, so you need to know exactly how it needs to be tailored.
What about the implementation team?
Our IT team deployed it.
What other advice do I have?
I would recommend having a good Salesforce administrator. Other than that, it's pretty easy to use.
Overall, I would rate the solution a seven out of ten. I would recommend using it.
Leading Sales and CRM Platform for every business
What do you like best about the product?
I liked Salesforce Sales Cloud because of its depth of features. It has great configuration and customisation options. It was easier to use and implement with the help of the customer support. We have integrated all the other sales tool with Salesforces to have a single source of truth for our sales data.
What do you dislike about the product?
I think it is very expensive and to utilise it to the fullest we need to train and administer a lot of employees for the same. UI can be improved with the adaptation of new technologies and Visualisation should go to another level with the acquisition of Tableau.
What problems is the product solving and how is that benefiting you?
The major reasons why we went with Salesforce Sales Cloud was it enhanced the decision making of our team and improved the customer relations. It has helped to tackle the business processes and increased the operational efficiencies.
salesforce sales and service cloud experience
What do you like best about the product?
salesforce is easy to use and fully customizable CRM
What do you dislike about the product?
costly for small businesses and requires skilled admins/developers.
What problems is the product solving and how is that benefiting you?
lead status tracking and sales management.
Sales Cloud is a monster piece of software
What do you like best about the product?
It's features and integration with the rest of the sales force ecosystem. If your implementing this from scratch you'll need to consider how clean your data is and be open to changing your sales process to mirror the workflow in salesforce.
What do you dislike about the product?
There is a high learning curve with the software for both admins and users it is not easy to use without training. You also have to think about supporting reps and increasing the use of the platform. If they can bypass salesforce to enter an order they will end up doing so.
What problems is the product solving and how is that benefiting you?
We are using the CRM for our remote sales team and we've built an app in partner community to allow customers to enter their own orders.
showing 411 - 420