Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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The best CRM platform
What do you like best about the product?
Sales cloud makes it really easy to find your customers extensions on the app exchange like Gridmate make it really easy to work quickly and get actionable insights to improve sales and efficiency
What do you dislike about the product?
It can take a while to get used to and potentially a lot of clicking to find the information that you need.
What problems is the product solving and how is that benefiting you?
It makes it easy to find all the relevant information about a customer and lead
User-Friendly and Efficient Tool That Streamlines My Sales Process
What do you like best about the product?
This tool is user-friendly and well-organized, which helps me become more efficient in my sales process. I appreciate being able to log calls with detailed notes and precise timing, making it easier to stay connected with my customers. Ease of integration, I use it daily
What do you dislike about the product?
There’s nothing I dislike about Salesforce. However, it would be even better if there were a way to call leads directly from the system, with calls being recorded and summarized by AI.
What problems is the product solving and how is that benefiting you?
organizing the Leads
Great Opportunity Model and Forecasting, but Some Frustrations
What do you like best about the product?
Opportunity model and forecasting
Easy configuration
Easy configuration
What do you dislike about the product?
Sometimes would be complicated for end users
What problems is the product solving and how is that benefiting you?
Centralize customer information and sales processes
Great Customizability Makes It Stand Out
What do you like best about the product?
It’s customizability. You can create virtually anything within the CRM.
What do you dislike about the product?
It has a few limitations, but at least they can be overcome via workarounds.
What problems is the product solving and how is that benefiting you?
It is allowing us to maintain our data in an organized fashion.
Easy to Use, but Pricey
What do you like best about the product?
Ease of use on multiple devices I am already using.
What do you dislike about the product?
Cost can be a lot for a non-profit that has limited budget.
What problems is the product solving and how is that benefiting you?
Keeping track of cast membership data
Instant Data Updates Are Great, But API Limits Can Be Frustrating
What do you like best about the product?
The main update to me is the ability to show updated information instantly. Things like contact and lead creation, campaign member updates, and account updates are instantaneous, allowing me to batch load data with the assurance that our sales reps will see the correct information as soon as it hits the object. Additionally, I appreciate that records will automatically go through any of our back end workflows with the click of a button, such as lead routing (we can uncheck "do not reassign" and the lead will automatically go the correct rep based on the correct parameters).
What do you dislike about the product?
Personally I find the API limits frustrating. I push data constantly from Salesforce Marketing Cloud (we use it for lead scoring), and we frequently run into SOQL limit errors when attempting to update records. We have been through numerous support cases about it and it's apparently a product limitation. Two integrated products are not expected to have an issue like this. However, I acknowledge that SFMC is not meant to be used as a lead scoring model, so most people shouldn't have this issue.
What problems is the product solving and how is that benefiting you?
My team is responsible for ensuring lead and campaign data is accurate, so we use Sales Cloud reporting and the web data loader to check our campaign leads and members and make sure they have the right information. We also have a lot of issues with siloed data, so Sales Cloud helps us track that sort of data with things like dashboards showing open MQLs so we can see which MQLs are being worked by reps and which aren't.
Great for Opportunity and KPI Management
What do you like best about the product?
Opportunity management, kpi management, scalability
What do you dislike about the product?
The major dislikes that we had had to do with adoption by our sales agents rather than anything that Salesforce sales cloud was responsible for.
What problems is the product solving and how is that benefiting you?
Salesforce sales cloud helped our salespeople to focus more on the client rather than having to focus on a platform. Said another way, Salesforce was used for remembering, planning, and strategy, while the salesperson was able to think while connecting with prospects.
robust feature set out of the box
What do you like best about the product?
Sales cloud is built based on years of experience and has grown to incorporate expanded functionality over time. Out of the box it has most of the features my customers need with little customization. Great platform and great analytics.
What do you dislike about the product?
Setup can be cumbersome and maintaining tri-annual release updates can sometimes be daunting, but there is little to dislike. Pricing can sometimes be murky, but the product is undeniably superior to its competition.
What problems is the product solving and how is that benefiting you?
It simplifies tracking customers, giving insights into our pipelines.
Architect
What do you like best about the product?
Centralized Customer View, Automation, Customization and Scalability, Reporting and Analytics, Integrating with Agentforce
What do you dislike about the product?
license fee, hidden cost, inconsistent performance
What problems is the product solving and how is that benefiting you?
Data Silos, Inefficiency, Lack of Visibility, and Inaccurate Forecasting
Flexible and Customizable, but Requires a Learning Curve
What do you like best about the product?
The flexibility to adapt easily to my custom needs
What do you dislike about the product?
You have to learn, but thanks to Trailhead that is easy
What problems is the product solving and how is that benefiting you?
Reporting creates great insights but the dashboards give great visuals for the exec team
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