For managing two different things, I'm managing some sales pipeline, the pipeline of sales of some products, and also doing marketing automation for after-sales.
Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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super but little bit time consuming to learn
What do you like best about the product?
The reports are detailed, good appearance , can be login from any where
What do you dislike about the product?
need focused training, time consuming to learn
What problems is the product solving and how is that benefiting you?
it shows detailed picture of transaction,it makes more organised
My Go-To CRM for Daily Operations - Best tool to manage your accounts
What do you like best about the product?
As someone who lives and breathes in Salesforce every single day, thia platform's sheer power and customizability are what I appreciate most. The ability to build custom objects, automate complex workflows with Flow, and create detailed reports and dashboards is a game-changer. It's not just a CRM; it's a flexible business operating system that can be molded to fit almost any process. The analytics tools, especially, are top-notch and give me real-time insights into our sales pipeline and customer data.
What do you dislike about the product?
It requires a dedicated admin or team to manage the platform effectively, and small changes can sometimes have unintended consequences.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud has been a game-changer for our team. It has solved our biggest challenge of fragmented data by creating a single, centralized hub for all customer information. This has eliminated the need for messy spreadsheets and allowed us to streamline our entire sales process. The automation of tedious tasks and the ability to gain instant insights from reports has freed up valuable time, allowing us to focus on building stronger customer relationships and closing more deals. It's the central nervous system that keeps our sales operations organized, efficient, and highly effective.
Salesforce Maps Intelligence
What do you like best about the product?
Salesforce Maps are easy to use with Salesforce fields and we can directly show maps with Salesforce Maps intelligence, only search keywords for location and location will see in that field.
What do you dislike about the product?
Some of the premium features of Salesforce Maps we can use with additional maps licences purchased.
What problems is the product solving and how is that benefiting you?
Salesforce Maps are similar with google maps but salesforce maps has search with key word intelligence for whole address and we can see that address in particular fields in salesforce UI.
Salesforce Review: Innovation and Integration for Modern Sales
What do you like best about the product?
What stands out most with Salesforce Sales Cloud is how easy it makes tracking leads, automating tasks, and staying organized all in one place. The dashboards show progress clearly, and having customer details handy means every conversation feels personal. It just helps teams work smarter and close deals faster, wherever they are.
What do you dislike about the product?
The main dislikes about Salesforce Sales Cloud are its steep learning curve and high cost. It can take time and training to fully master its many features. Also, the pricing can be expensive, especially for smaller businesses. Some users find the mobile app limited, and integration with other systems can sometimes be challenging. Additionally, customer support is not always quick or helpful.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud solves key problems like disorganized sales processes, poor lead management, and lack of real-time insights. It streamlines tracking leads, automates repetitive tasks, and gives a clear, unified view of customers. This helps sales teams work smarter, close deals faster, and build stronger customer relationships. By providing predictive insights and seamless collaboration, it improves productivity and sales effectiveness, making the whole sales cycle smoother and more efficient for users
Salesforce Sales Cloud
What do you like best about the product?
I use this everyday and what I like about Salesforce Cloud is that it keeps all our customer info in one place. Everyone on the team from sales, support, and marketing can see the same data, so we’re not chasing down updates or working off old info.
It’s super flexible too. We’ve been able to customize it to fit exactly how we work, and the best part is it can grow with us. So if things scale up, we’re not stuck starting over with a new system.
It also plays really well with other tools we use stuff like Office 365, Groove, and Clari. And if we need something more specific, it lets us connect whatever we need and make customizations.
The automation and AI features are awesome. We’ve been able to automate a lot of repetitive stuff, and the built-in AI actually gives useful suggestions.
Since it’s cloud-based, we can use it from anywhere and anytime, which has been great for a daily remote worker like me. And the AppExchange is full of ready-to-go apps we can just plug in when we need something quick.
Oh, and the dashboards? Super helpful. We can track everything in real time without having to dig through spreadsheets.
It’s super flexible too. We’ve been able to customize it to fit exactly how we work, and the best part is it can grow with us. So if things scale up, we’re not stuck starting over with a new system.
It also plays really well with other tools we use stuff like Office 365, Groove, and Clari. And if we need something more specific, it lets us connect whatever we need and make customizations.
The automation and AI features are awesome. We’ve been able to automate a lot of repetitive stuff, and the built-in AI actually gives useful suggestions.
Since it’s cloud-based, we can use it from anywhere and anytime, which has been great for a daily remote worker like me. And the AppExchange is full of ready-to-go apps we can just plug in when we need something quick.
Oh, and the dashboards? Super helpful. We can track everything in real time without having to dig through spreadsheets.
What do you dislike about the product?
Honestly, while Salesforce is powerful, there are a few things that can be frustrating.
First off, it’s not the easiest system to learn. There’s a steep learning curve, especially for new users. You kind of need someone who really knows what they’re doing to set it up and maintain it properly.
It’s also pretty expensive. Between licenses, add-ons, and customization, the costs can add up fast. Especially for smaller teams or companies just starting out.
Sometimes it feels like it's trying to do too much. There are so many features that it can get overwhelming, and not all of them are relevant to every team.
Customizing it is powerful, but also kind of a double-edged sword. If you don’t have a dedicated admin or dev, even small changes can become a pain or break something else.
And the user interface, while it’s improved, still feels a bit clunky in places. Some things take more clicks than they should, and finding the right settings or data can be a bit of a maze.
Lastly, support can be hit-or-miss. Sometimes it’s great, but other times you’re waiting way too long for answers unless you’re on one of the higher-tier plans.
First off, it’s not the easiest system to learn. There’s a steep learning curve, especially for new users. You kind of need someone who really knows what they’re doing to set it up and maintain it properly.
It’s also pretty expensive. Between licenses, add-ons, and customization, the costs can add up fast. Especially for smaller teams or companies just starting out.
Sometimes it feels like it's trying to do too much. There are so many features that it can get overwhelming, and not all of them are relevant to every team.
Customizing it is powerful, but also kind of a double-edged sword. If you don’t have a dedicated admin or dev, even small changes can become a pain or break something else.
And the user interface, while it’s improved, still feels a bit clunky in places. Some things take more clicks than they should, and finding the right settings or data can be a bit of a maze.
Lastly, support can be hit-or-miss. Sometimes it’s great, but other times you’re waiting way too long for answers unless you’re on one of the higher-tier plans.
What problems is the product solving and how is that benefiting you?
What Salesforce really helps with is keeping everything connected when it comes to our customers. First, it’s a solid CRM, so we are able to track all our leads, contacts, and deals, basically the whole customer journey, in one place. Nothing gets lost and everyone is on the same page.
It is also super helpful for managing our sales pipeline. We can see exactly where each deal stands, what is coming up, and what needs attention. That visibility makes it way easier to stay organized and hit our goals.
On the marketing side, we can run campaigns, track performance, and segment audiences without jumping between tools. It streamlines a lot of the process.
For support, it is great too. Our service team can manage cases efficiently and respond faster, which makes a big difference in customer satisfaction.
What I also like is how it brings the whole team together, especially now with Slack integrated. Everyone is working from the same data and can communicate in real time.
The reports and dashboards are another big plus. We can track everything in real time and actually use that data to make decisions, not just look at it after the fact.
It also saves time with automation. A lot of the repetitive stuff like assigning leads, sending follow ups, or triggering workflows just runs on its own now.
And finally, it is flexible. As we grow or shift our processes, we can customize Salesforce to fit. Whether it is building a custom app or adjusting a workflow, it is built to scale with us.
It is also super helpful for managing our sales pipeline. We can see exactly where each deal stands, what is coming up, and what needs attention. That visibility makes it way easier to stay organized and hit our goals.
On the marketing side, we can run campaigns, track performance, and segment audiences without jumping between tools. It streamlines a lot of the process.
For support, it is great too. Our service team can manage cases efficiently and respond faster, which makes a big difference in customer satisfaction.
What I also like is how it brings the whole team together, especially now with Slack integrated. Everyone is working from the same data and can communicate in real time.
The reports and dashboards are another big plus. We can track everything in real time and actually use that data to make decisions, not just look at it after the fact.
It also saves time with automation. A lot of the repetitive stuff like assigning leads, sending follow ups, or triggering workflows just runs on its own now.
And finally, it is flexible. As we grow or shift our processes, we can customize Salesforce to fit. Whether it is building a custom app or adjusting a workflow, it is built to scale with us.
Sales Cloud - Salesforce
What do you like best about the product?
It is most helpful for centralizing the sales process, automating tasks, and giving visibility into pipelines and performances. Easy access through mobile apps. Easy to integrate with 3rd party applications.
What do you dislike about the product?
It can be expensive for smaller organizations, also performance could slow down while handling large data set. It's first time setup may require experts.
What problems is the product solving and how is that benefiting you?
It solves problem of scattered customer data and unorganized sales process. With automations, AI powered insights, and real time dashboards our sales team benefits from improved productivity and better forecasting accuracy that in results leads to revenue growth.
Excellent for tracking leads and customer interactions
What do you like best about the product?
Salesforce Sales Cloud makes it very easy to manage leads, opportunities, and customer interactions in one place. The customizable dashboards and reports provide clear visibility into the sales pipeline, and automation features like workflows save a lot of time. Its integration capabilities with other tools are also very helpful for streamlining processes.
What do you dislike about the product?
The platform can feel overwhelming at first because of the steep learning curve. Some features require technical expertise to set up properly, and the interface can be a bit complex for new users. Licensing costs can also be high for smaller teams.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud is helping us centralize customer and sales data, making it easier to track leads, manage opportunities, and forecast revenue. It reduces manual work by automating repetitive tasks, which saves time and improves efficiency. The insights from real-time dashboards and reports help in making data-driven decisions, while better visibility into the sales pipeline has improved collaboration across the team and ultimately boosted sales performance.
Easy to user for anyone
What do you like best about the product?
Salesforce maps are very useful same as google maps but salesforce maps are defined within a salesforce fields this feature make better to salesforce maps. Salesforce maps are cleanUI and easy to use from salesforce for every user.
What do you dislike about the product?
Sometimes it requires additional license to use in different Orgs.
What problems is the product solving and how is that benefiting you?
Salesforce Maps have location intelligence for finding locations using some details of that place like enter state or street name it gives whole address.
Offers a centralized source of truth and simplifies process standardization
What is our primary use case?
What is most valuable?
The functions of the Salesforce Sales Cloud that I have found most valuable are mostly because it's a CRM system; it's a central location where you gather all of your customer information, and based on that complete view, you can act. But that's not specific to Salesforce Sales Cloud; it's to any CRM system.
We've got a highly customized solution from Salesforce Sales Cloud, so we do use automations in some areas. Not specifically for sales, but we do automatic quoting, for instance; that's an automation.
The biggest benefit of the Salesforce Sales Cloud is a centralized point, a centralized source of truth for customer-related information; you centralize all the information in a single database, and that's the biggest benefit. The second benefit is that you can analyze or standardize processes in different areas; for sales, for service, for marketing, there are many ways in which Salesforce Sales Cloud can be used to improve a company's processes.
What needs improvement?
From a customer perspective, it's a very stable system, and people are used to its functionalities, good and bad. Improvement, in my opinion, would be to include AI functionality in a simpler way; right now, it's not easy; it's cumbersome and requires some back and forth with different functionalities in the system, and it's a very complex integration. It would be my recommendation to make the integration simpler.
For how long have I used the solution?
I am still working with the Salesforce Sales Cloud and still using Salesforce products.
What do I think about the stability of the solution?
I would rate the stability of Salesforce Sales Cloud as a nine.
What do I think about the scalability of the solution?
I would put scalability, or the ability to scale and expand, as a seven.
How was the initial setup?
The initial setup process for the Salesforce Sales Cloud very much depends on how customized you want to have your solution, so there is no easy answer for that one; it depends on the customer and the level of customization that you want. If you want to use the system out of the box, you can do that, but probably it won't fit your business process. If you want it to fit your business process, you've got to do configuration or possibly even custom development. Overall, I think, as a system, it's one of the best systems to configure and customize, but there's a learning curve like most systems, and it depends mostly on the process. On a scale of one to ten, being ten the easiest to customize, I would classify it as a seven.
What's my experience with pricing, setup cost, and licensing?
I would rate the price for Salesforce Sales Cloud as a three, where one is a high price.
Which other solutions did I evaluate?
I would compare Salesforce Sales Cloud to Microsoft Dynamics CRM, which is the second player in the market; from my perspective, Salesforce Sales Cloud is the biggest player.
Dynamics CRM is the closest one, but Salesforce Sales Cloud is much bigger still.
What other advice do I have?
The integration capabilities of the Salesforce Sales Cloud, on a scale of one to ten, with ten being the hardest, I would rate around five.
From my perspective, the main issues or main complexities with integration include large-scale data integration; when you have to do large volumes of data synchronization with external systems, Salesforce Sales Cloud can become an issue because of something called governor limits, which are rules that force you to divide the data into small chunks and small transactions.
It's a very flexible solution; I can advise it for any company size. I don't have a preference; different companies will use it differently. The big companies will probably customize it more, but smaller companies will use more features because they are more flexible. It's mostly a question of negotiation of the license and selecting the right type of license for your company.
Salesforce Sales Cloud is leading in the market, holding 25% market share, while the second player has 8%, which is Microsoft, the last time I looked at it.
I rate Salesforce Sales Cloud eight out of ten.
Experience exceptional project enhancements and seamless automation integration
What is our primary use case?
For every cloud of Salesforce Sales Cloud, we work with them because we are partners for the last 15 years.
The feedback about Salesforce Sales Cloud is related to our recent delivery of a large project in the solar industry, where we have utilized Agentforce, the AI. The implementation timing was almost one year. In this project, we have not only automated the whole AI journey but also achieved huge success with the three minutes quote process. If you land on their website, you enter your information, and your quote is ready, absolutely perfectly fine with the correct data and service provider. You can get your quote done within three minutes. The moment you hit claim now or save for later, the AI starts working, which includes auto follow-up via email, SMS, and even voice agent calls to help sellers sell faster.
The company name is The Very Good Solar Company. They are based out of Utah in the US, and the CTO is our very old client. This is the fourth project we have done with this client, where we have implemented Salesforce Sales Cloud, which is the unlimited edition of the highest edition of Salesforce Sales Cloud. We have fetched the whole data for every state because in every different state, there are different products permitted by the US government. We have integrated a couple of applications that tell you your monthly bill for the whole year and also check the rooftop, as the Google Solar API has been integrated, giving accurate information about roof size, how many maximum panels can fit, shadow analysis, and financial analysis from the Solar API. Based on that, it tells you that the 100% offset can be achieved with eight, 12, or 16 panels, increasing by four panels each time. That is the configuration we have done, and that's all we have for now.
What is most valuable?
Salesforce Sales Cloud itself is a wonderful solution, and there are two different versions: Lightning and classic. The Lightning version is a new generation version compatible with any mobile device, whether it's a phone, iPad, or any size of screen. The reporting and analytics functionalities, especially with the Einstein feature, are wonderful because it allows for analysis of data regarding your opportunity pipeline, giving insight into how long it will take to close deals. This gives a great understanding of running different levels of campaigns and defining smart workflows, where if one task is done, the other task can automatically get created and assigned to different team members. This flexibility is a key benefit of Salesforce Sales Cloud.
Lead management is a great feature in Salesforce Sales Cloud because if you go for enterprise and above licenses, you can define different record types. For example, if one company is into two different businesses such as real estate and car reselling, both being opposite, this can be defined in Salesforce Sales Cloud, allowing for different workflows, fields, and mechanisms that do not affect each other's operations.
The predictive insight feature known as forecasting is a very old feature of Salesforce Sales Cloud, giving predictions based on your pipeline and previous opportunity closings. The new Einstein analytics feature is more advanced and is enabled with AI, providing better forecasting based on your current pipeline. Salesforce Sales Cloud is working smartly with AI to help close more deals based on opportunity stages, trends, and industries, advising on the steps to take next.
Lead generation is the most important thing because every sale starts from the lead. At the lead level, different stages and resources can be defined. You can capture leads from various resources, with Salesforce Sales Cloud offering a web-to-lead feature and integrations with LinkedIn to fetch data. Once a lead is qualified and converted into opportunities, there are stages with percentages, and workflows can help in easily closing deals.
What needs improvement?
Improvement is always necessary. The Lightning version and classic version have some differences needing improvement. For example, in classic, you can create different folders, but in Lightning, the document feature is not available; only files are accessible. This missing document feature in Lightning is something that Salesforce Sales Cloud should address.
For how long have I used the solution?
15 years
What was my experience with deployment of the solution?
We don't host or deploy Salesforce Sales Cloud as it operates on Salesforce's cloud system. All we do is access it and implement solutions according to the requirements and workflows clients seek. We customize it as needed and integrate third-party applications if necessary. No Salesforce Sales Cloud product requires hosting; it's all managed on the Sales Cloud.
What do I think about the scalability of the solution?
With 15 years of experience, we've found solutions for various problems, and while critical situations can arise, we are confident in our ability to resolve them. There aren't really obstacles in Salesforce Sales Cloud.
How are customer service and support?
There are two types of support: free and paid. Paid support provides quick assistance within 24 hours and can include technical help through screen sharing on platforms such as Google Meet or Zoom. For free support, my experience in India suggests that the support team requires more training as some are still not fully ready or aware of all Salesforce Sales Cloud features. They need better training, but generally, the support is good and responsive.
How was the initial setup?
Lead generation is crucial as every sale starts from the lead. At the lead level, different stages and resources can be defined. You can capture leads from various resources, with Salesforce Sales Cloud offering a web-to-lead feature and integrations with LinkedIn to fetch data. Once a lead is qualified and converted into opportunities, there are stages with percentages, and workflows can help in easily closing deals.
What was our ROI?
I always address requirements gathering with new clients, considering their vision for the future as it's crucial. We are not just implementing Salesforce Sales Cloud; we need to understand what the customer wants to achieve in 5 to 10 years. Implementation should align with their requirements and vision, so we prepare a scope of work document and suggest improvements. Many first-time CRM users are unaware of all features and best practices, so we guide them with use cases, sample work, or sometimes create a POC to show them how their system will look and the expected outcomes, ensuring the ROI is beneficial for them.
What's my experience with pricing, setup cost, and licensing?
Pricing in India has evolved as a reseller; the market has gone above a billion dollars for Salesforce Sales Cloud. This happened for the first time because of the new CEO, Arundhati, who revolutionized pricing strategies, allowing discounts of 60-70% for Salesforce Sales Cloud in India. Salesforce Sales Cloud also supports implementation, helping with the right consulting partners, and conducts surveys after project delivery to ensure the implementation partner was helpful and that the solution met the client's needs.
What other advice do I have?
As a Salesforce Sales Cloud partner, we take care of Salesforce Sales Cloud projects. Both Agentforce and Salesforce Sales Cloud are available. We operate as a reseller and implementation partner. On a scale of 1-10, I rate Salesforce Sales Cloud an 8.5.
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