Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Great for Lead Conversion and Opportunity Management
What do you like best about the product?
Lead conversion, opportunity management.
What do you dislike about the product?
Nothing specifically, but earlier had issues with procebook management
What problems is the product solving and how is that benefiting you?
End to end sales process management
Powerful and Customizable Platform, but UI Can Be Overwhelming for New Users
What do you like best about the product?
As a developer, it is fairly easy to customize the platform to meet business needs. Even then the standard features are incredibly powerful out of the box.
What do you dislike about the product?
The UI can be a bit unintuitive or overwhelming to brand new users. Some of the record pages can show too many things all at once.
What problems is the product solving and how is that benefiting you?
Simplifies managing prospects and provides a holistic view of all engagements with customers. Helps to reduce context switching between multiple different systems by having the most important details surfaced in one place.
Easy to Use and Flexible, but Pricey
What do you like best about the product?
Ease of use and flexibility to configure as required
What do you dislike about the product?
Licensing can be difficult to understand and can end up being expensive.
What problems is the product solving and how is that benefiting you?
Streamlining the insurance policy renewals process
Intuitive Layout and Easy to Learn—No Complaints
What do you like best about the product?
Intuitive, layout and easy learning. So good
What do you dislike about the product?
Nothing to complain about. Good implementation
What problems is the product solving and how is that benefiting you?
Integration of channels and contact with clients
Sales cloud
What do you like best about the product?
Helps for visibility on our pipeline and team collaboration
What do you dislike about the product?
Not always tailored to b2b businesses beyond saas
What problems is the product solving and how is that benefiting you?
Collaboration and visibility
Great for Opportunity Management, But Lacks Close Date Automation
What do you like best about the product?
Opportunity management to know the company pipeline.
What do you dislike about the product?
No close date automation a newly created opportunities and as close dates pass.
What problems is the product solving and how is that benefiting you?
Provide pipeline and forecast information for leadership
Highly Customisable Platform, but CPQ Feels Outdated
What do you like best about the product?
It is quite customisable to our unique needs - whether it be restricting access to confidential deals, or the sheer variety of our product offering and the different sales governance and workflows that underpin those
What do you dislike about the product?
The sales forecasting is quite immature (though to be fare it is how we have implemented it, not a Salesforce limitation)
What problems is the product solving and how is that benefiting you?
Salesforce provides complete visibility on our sales funnel allowing us to manage 200+ opportunities simultaneously. We have just began proper lead management as well giving us top of funnel insights
Extremely User-Friendly with No Dislikes
What do you like best about the product?
Very user friendly! Users with little technology experience are able to easily navigate.
What do you dislike about the product?
I don't have any dislikes but I think it would be helpful to have a better way to update contacts.
What problems is the product solving and how is that benefiting you?
Being able to give business users exactly what they need, very straightforward
Salesforce Streamlines Processes but Implementation Can Be Complex
What do you like best about the product?
Salesforce has enabled us to gain a comprehensive, 360-degree view of our clients and has helped us streamline our quote-to-cash process. Before implementing Salesforce, we managed approvals using Excel sheets, but now the entire process is automated.
What do you dislike about the product?
Implementing Salesforce within your organization’s existing processes can sometimes be quite complex, so it’s important to work with a reliable partner to ensure a smooth transition.
What problems is the product solving and how is that benefiting you?
Salesforce has greatly improved our quote-to-cash process, making the entire workflow much more efficient. I am truly impressed by how well it works.
Straightforward UI, but Reporting on Related Objects Needs Improvement
What do you like best about the product?
hui/UX is straight forward.
Easy to navigate and narrow in on accounts.
Easy to navigate and narrow in on accounts.
What do you dislike about the product?
Related objects and tasks can be hard to report on
What problems is the product solving and how is that benefiting you?
Reporting, following leads
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