Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Centralized Data & Dashboard Make Sales Tracking a Breeze
What do you like best about the product?
I like how all customer information and interactions are centralized, making it easy to track deals and collaborate with the team. Dashboards help me quickly see which opportunities need attention. The dashboard shows sales at a glance, and centralized data makes teamwork and follow-ups easier. The setup was straightforward.
What do you dislike about the product?
The interface can feel cluttered at times, and some reports are hard to customize.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage the sales pipeline, track leads, and centralize customer data, reducing manual tracking and follow-ups.
A Game-Changer for B2B Relationship Management and Scalability
What do you like best about the product?
I appreciate that Salesforce Sales Cloud acts as the 'single source of truth' for our complex B2B landscape at TurboTax, providing 360-degree visibility into partner and corporate affiliate accounts. This complete view is crucial for managing relationships where every contract detail, communication history, and revenue forecast is available in one place. The workflow automation feature stands out, allowing us to automate routine follow-ups and renewal alerts, which frees up the team to focus on strategic relationship building rather than data entry. The integration with Tableau is also a huge plus, transforming raw data into actionable visual insights for our quarterly planning without having to leave the ecosystem. Salesforce scales effortlessly with Intuit's growth, managing high volumes of complex data without performance issues. The reporting tools and integration with Tableau help us generate accurate forecasts and visualize our pipeline health in real-time, which is essential for quarterly planning.
What do you dislike about the product?
The sheer volume of features can be overwhelming for new users. The learning curve is steep; onboarding new team members requires significant dedicated training time to get them comfortable with our customized instance. Additionally, because the platform is so highly customizable, maintaining data hygiene requires constant vigilance and strict governance, or the data can get messy quickly.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud offers a 360-degree partner view and workflow automation, reducing manual work and enabling strategic focus. It scales effortlessly with our growth, integrates well for real-time analytics, and resolves fragmented data issues, enhancing unified view and operational agility.
Highly Customizable and User-Friendly CRM
What do you like best about the product?
I find Salesforce Sales Cloud easy to use and highly customizable. I can access it from my laptop, web, or mobile effortlessly. The single sign-on with two-factor authentication makes access secure across devices. I appreciate that every single feature is available in all versions. I also like how the initial setup links everything to my access and privileges smoothly.
What do you dislike about the product?
Sometimes some reports are not available for download or share. I'd like easier and faster sharing with other Salesforce users.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage the pipeline, record deals, and create quotes. It handles monthly and yearly forecasts via the dashboard, offering easy access from any device, which makes it highly practical and user-friendly.
Customizable Yet Complex CRM Solution
What do you like best about the product?
I use Salesforce Sales Cloud for running a sales operation, and it helps me track leads, accounts, and sales activity logging. I appreciate how it provides a live view of leads, deals, and pipelines, making it easier to route leads automatically. What I like most about it is the option for customization without the need for rebuilding, allowing me to tailor stages, fields, and layouts. Customizing stages effectively helps reps know exactly what is needed to move a deal forward, assists managers in spotting stalled deals, and aids in forecasting reality instead of hope.
What do you dislike about the product?
Because it's easy to customize everything, teams often add too many stages, fields, and rules, which turns CRM into a chore instead of a tool. When there are too many required fields or poorly timed validations, a simple update turns into friction. Reps start doing the minimum to get to the last save button. The initial setup was also hard as it was challenging to decide what real sales stages were, what fields actually mattered, and what data must be required.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud for running sales operations. It helps me track leads, accounts, and sales activities. It provides a live view of leads, deals, and pipelines, with leads getting routed automatically.
Powerful CRM with Stellar Customization and Integration
What do you like best about the product?
I really appreciate Salesforce Sales Cloud for its robust customization and seamless integration ecosystem. The Flow Builder is a standout feature because it lets me create complex business logic and automation without writing any code, which is efficient for scaling operations. I also find the AppExchange and the API-first approach to be game-changers, as they allow me to easily connect Salesforce with external data tools like Python scripts or SQL databases, ensuring clean and synchronized data flow. The ability to build custom objects tailored to our specific business needs, instead of being stuck with a generic structure, makes Salesforce an excellent solution for our workflow.
What do you dislike about the product?
While Salesforce Sales Cloud is powerful, there are a few areas that could be improved. The learning curve and complexity of the platform can be overwhelming, especially for new users or smaller teams without a dedicated admin. The initial setup and configuration are time-consuming. The interface performance, especially the Lightning Experience, can feel sluggish when generating complex reports or loading pages with many custom components; improving speed and responsiveness would be a plus. Pricing transparency is an issue; costs can escalate quickly with more users and third-party integrations from the AppExchange. A more flexible pricing structure for growing startups would be helpful. The mobile app doesn't offer the same deep customization and ease of use as the desktop version, particularly for managing complex data workflows on the go.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to eliminate data fragmentation, automate tasks to save time, and convert raw data into actionable insights. It centralizes customer interactions, automates lead routing, and provides real-time analytics for better revenue forecasting.
Well-Set Up, It Keeps Tasks and Accounts Perfectly Organized
What do you like best about the product?
If things are setup well, it helps with your organization of tasks and accounts that you have.
What do you dislike about the product?
I have experienced if it is not setup well, then it is a challenge to be efficient with your work.
What problems is the product solving and how is that benefiting you?
Organization of accounts and keeping all information centrally located.
Easy Sales Journey Tracking and KPI Performance Insights
What do you like best about the product?
The ease of tracking the entire Sales Journey of leads and monitoring the different stages of a client. It helps in measuring performance against KPIs and understand what's working and what's not.
What do you dislike about the product?
Probably the only thing that I dislike is that there's a significant learning curve for this platform. It often times feels a little daunting since there are so many different functionalities available. Moreover, as we scale up, we're realising that some features and integrations are getting costlier.
What problems is the product solving and how is that benefiting you?
Basically, the reporting and analysis of the Sales Funnel has been streamlined by this platform. It has allowed us to better track the Sales Team's performance and also ensure that it aligns with the set goals. Working in a hybrid organization, this is quite a useful tool for remote collaboration. It centralizes the entire sales process and also the different automations and integrations help us in saving time and other resources.
Intuitive Interface with Centralized Customer Data for Sales Teams
What do you like best about the product?
Intuitive interface – easy for sales teams to navigate
Centralized customer data – all accounts, contacts, and opportunities in one place
Centralized customer data – all accounts, contacts, and opportunities in one place
What do you dislike about the product?
Can be complex for new users – steep learning curve
Some reports or dashboards may require advanced knowledge
Some reports or dashboards may require advanced knowledge
What problems is the product solving and how is that benefiting you?
Centralizes customer and opportunity data – improves visibility across the sales team
Provides real-time dashboards and reports – faster insights for decision-making
Provides real-time dashboards and reports – faster insights for decision-making
Reliable CRM with Effective Opportunity Tracking
What do you like best about the product?
I use Salesforce Sales Cloud to track opportunities and purchase orders and collaborate with my coworkers. I find it reliable and effective. I like how everything's linked together, allowing me to find information within a couple of clicks. The search function is pretty good overall.
What do you dislike about the product?
I don't like downloading attachments from PO cases.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to track opportunities and purchase orders, work with my coworkers, and integrate information in real-time. It lets me tag people with context, making it easier to find what I need quickly.
Seamless Integration and Organization Magnified
What do you like best about the product?
I like the organizational piece of Salesforce Sales Cloud because it keeps me on top of day-to-day tasks, and the workflow is very seamless. It also integrates with other third-party apps we use, which I like. The setup was super easy, with my account being essentially activated for me once I entered my work credentials. It integrates seamlessly with other software like SalesIntel, SalesLoft, Gong, and Nooks. These aspects really enhance my experience with Salesforce Sales Cloud.
What do you dislike about the product?
I have to manually enter everything in SalesIntel, which is frustrating.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud helps me stay organized with my accounts and tasks, ensuring timely completion and efficient workflow management. It integrates seamlessly with third-party apps we use, enhancing my daily operations in tech sales.
showing 51 - 60