Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Working as Salesforce System Admin for over three and a half years.
What do you like best about the product?
The ability to easily customize our org with code less automation
What do you dislike about the product?
Possibly better organizational features for setup, easier to navigate and group things.
What problems is the product solving and how is that benefiting you?
All of our custom business practices unique to us had all been easily achievable with custom flows, lightning pages, objects etc.
Recommendations to others considering the product:
Great CRM thats easy to manage and customize to your companies needs
All in one and flexible CRM solution for end to end customer lifecycle management
What do you like best about the product?
Workflows and Automation are extremely scalable and flexible. Creating any task or workflow or process is very easy and structured. Monitoring the tracking of the tasks are also very easy.
What do you dislike about the product?
Too much coding is required for developer tasks. The lightning version is difficult to adopt for someone who has used Classic a lot in the past successfully and easily.
What problems is the product solving and how is that benefiting you?
End to End customer lifecycle management. Managing the entire revenue structure in reference to Lead gen to the closure of opportunities to onboarding, adoption, and renewal.
Best of breed
What do you like best about the product?
The salesforce community provide you with a breadth and depth of talent and information.
What do you dislike about the product?
Steep learning cover but well worth learning.
What problems is the product solving and how is that benefiting you?
Customer 360 and automating our business processes.
Recommendations to others considering the product:
Research implementation costs before hand
Salesforce CRM is really easy to use specially for non-techy people.
What do you like best about the product?
Ease of use
Easy to navigate
Easy to customize
Easy to navigate
Easy to customize
What do you dislike about the product?
The support needs to be more helpful and not just Google the answers. We already Googled our issues before raising a case/question.
Support needs to read the case thread and not ask the customer to repeat the issue everytime the case is getting escalated
Support needs to read the case thread and not ask the customer to repeat the issue everytime the case is getting escalated
What problems is the product solving and how is that benefiting you?
How users can easily do their business with just click of a button
The way to go!
What do you like best about the product?
Easy configuration. Fast deployment. Great user experience. Integrated data.
What do you dislike about the product?
Our governance is slowing down the process of providing Salesforce capabilities to our users.
What problems is the product solving and how is that benefiting you?
360 degree view of the customer.
Recommendations to others considering the product:
Understand the number of users required to use the product and the type of license required.
Changing the way we operate
What do you like best about the product?
The potential for data insights in future. We've only just started using Salesforce but am looking forward to the continued roll out and analysing the data in months and years to come.
What do you dislike about the product?
Nothing with the product so far. My biggest challenge is organisation adoption.
What problems is the product solving and how is that benefiting you?
Disparate systems for tracking product sales and customers. Salesforce has merged the two into a single source of truth and allows for real time reporting and access to inventory.
Best CRM Platform
What do you like best about the product?
It helps customer's marketing, sales work from anywhere. It helps us to keep track of all the marketing and sales processes. It has lot of features like contact management, task management and analytics.
What do you dislike about the product?
I haven't seen any downside of the Salesforce CRM. Its realtime performance, digital dashboards are awesome.
What problems is the product solving and how is that benefiting you?
We work with an organization who have teaching services with lot of universities in UK so we mostly manage all the sales and university data over Salesforce only.
Complete Business Solutions Tool
What do you like best about the product?
Salesforce has transformed how we do business by providing a unified solution to all our departments. We can relate the donor dollar, to the program, to the number of beneficiaries served.
What do you dislike about the product?
It took me 6 to 8 months to fully understand the capabilities and the relationship between objects in SF. One of the things I dislike is if you customize SF, then you must be aware of any future installed apps that might interfere with those customizations.
What problems is the product solving and how is that benefiting you?
We are solving several problems, such as data management and accessibility. It was difficult for management to get an understanding of all the data stored but SF dynamic reports and dashboards has aided in displaying those metrics. It is easier to make decisions when you have a good sense of your data.
Salesforce is much better than SAP CRM
What do you like best about the product?
It allows us to track everything, and reports are something I love to extract from Salesforce. I can have customized reports and dashboards for myself (hidden from the rest) or my team members. It automatically creates a bar chart as well in the case of dashboards.
Creating opportunities is easy for salespeople too. The partner portal can also be managed using Salesforce.
Inside sales team can log each conversation easily and send emails using Marketo templates which are integrated well into Salesforce.
Creating opportunities is easy for salespeople too. The partner portal can also be managed using Salesforce.
Inside sales team can log each conversation easily and send emails using Marketo templates which are integrated well into Salesforce.
What do you dislike about the product?
- when you merge leads, all the information about the previous one is lost. Merge ideally means having everything together, but it allows us only to choose the best of 2-3 leads that we wish to merge.
- we cant allocate leads to salespeople in bulk
- we cant allocate leads to salespeople in bulk
What problems is the product solving and how is that benefiting you?
I can chat with my peers.
I can see the information regarding the leads web or other campaign activity within a lead.. It helps me know more about the lead.
It is aligned with the marketing automation tool, and thus we can extract so much information.
I can see the information regarding the leads web or other campaign activity within a lead.. It helps me know more about the lead.
It is aligned with the marketing automation tool, and thus we can extract so much information.
Salesforce
What do you like best about the product?
I love many things about Salesforce but one of the notable benefits is the amount of integration opportunities it presents for data automation.
What do you dislike about the product?
Not much, but perhaps the user interface seems slightly outdated and confusing for use without system training.
What problems is the product solving and how is that benefiting you?
Salesforce is used for most if not all CRM activities and needs. As mentioned earlier, data automation is great as well as having a full picture of each customer.
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