Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Salesforce for Account Mangers
What do you like best about the product?
I like how it makes things organized, and helps me keep track of customer info.
What do you dislike about the product?
Nothing at the moment there is so many features I want to get better at.
What problems is the product solving and how is that benefiting you?
Helping organize customer data and streamline workflows
Salesforce Helps Optimize Lead Quality
What do you like best about the product?
The ability to drill down to leads, and utilize reporting to effectively analyze lead quality and volume. The filters and reporting tools are comprehensive and robust in terms of a full-stack performance marketing mindset.
What do you dislike about the product?
Slow load times for large reports or data sets. Exporting reports can get quite messy and convoluted when dealing with specific reporting views.
What problems is the product solving and how is that benefiting you?
Lead scoring, revenue analysis and demo rates. Lead scoring is a way for my team to identify SQLs generated through our marketing initiatives. We are able to view each leads sales funnel, and qualification notes, this enables us to make optimization to our marketing stack and strategies to increase lead quality rate. Revenue analysis helps us track the pipeline generated by various account sizes, verticals, and products. Analyzing demo rates from our marketing programs are helpful in allocating budget to better performing assets.
Very good and reliable software
What do you like best about the product?
How easy salesforce is to use and how straight forward it is
What do you dislike about the product?
Sometimes it can be slow to load and names don't pop up when you put in notes
What problems is the product solving and how is that benefiting you?
How we organize my customers
Reliable CRM tool that supports efficient customer interactions and data tracking.
What do you like best about the product?
What I like most is how centralized and customizable everything is. I can easily track customer cases, view interaction history, and log updates across multiple channels in one place. The ability to automate follow-ups, use quick text, and customize reports makes it very efficient for managing customer service workflows. It also integrates well with other tools we use, streamlining my daily tasks.
What do you dislike about the product?
Some parts of the interface can be overwhelming or unintuitive—especially for newer users. At times, it's slow to load or gets laggy during peak hours, and setting up custom reports or dashboards can require help from admins. The learning curve is a bit steep for advanced features, and some processes feel more complex than necessary.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud helps solve the problem of fragmented customer data by centralizing all customer interactions, case histories, and transaction details in one place. This makes it easier for me to provide fast, accurate support and track follow-ups without switching between multiple systems. It also helps reduce errors and improves collaboration across teams by allowing us to share updates in real time. With customizable case views and automation features, I can handle more cases efficiently and ensure customers receive consistent and timely updates, which directly improves their experience and satisfaction.
A Must-Have CRM for Streamlined Sales and Customer Success
What do you like best about the product?
Highly Customizable – Can be tailored to fit almost any business process or industry.
Robust Reporting & Dashboards – Powerful analytics give clear insights into sales, service, and performance.
Strong Ecosystem & Integrations – Works well with thousands of third-party apps and platforms via AppExchange.
Robust Reporting & Dashboards – Powerful analytics give clear insights into sales, service, and performance.
Strong Ecosystem & Integrations – Works well with thousands of third-party apps and platforms via AppExchange.
What do you dislike about the product?
Steep Learning Curve – Can be complex for new users without proper training or onboarding.
Performance Can Lag – Some users report slower performance, especially with large datasets or heavy customizations.
Performance Can Lag – Some users report slower performance, especially with large datasets or heavy customizations.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud is solving key challenges in sales visibility, lead management, and process consistency.
Problem: Disconnected Sales Processes
→ Benefit: Sales Cloud centralizes all customer interactions, so our reps, managers, and support teams work from the same data—no more scattered spreadsheets or silos.
Problem: Missed Follow-Ups & Leads Slipping Through Cracks
→ Benefit: With automated task reminders and lead tracking, follow-ups are timely and consistent, leading to higher conversion rates.
Problem: Poor Sales Forecasting
→ Benefit: The pipeline and reporting tools provide real-time visibility into deal progress and revenue projections, helping leadership make faster, data-driven decisions.
Problem: Disconnected Sales Processes
→ Benefit: Sales Cloud centralizes all customer interactions, so our reps, managers, and support teams work from the same data—no more scattered spreadsheets or silos.
Problem: Missed Follow-Ups & Leads Slipping Through Cracks
→ Benefit: With automated task reminders and lead tracking, follow-ups are timely and consistent, leading to higher conversion rates.
Problem: Poor Sales Forecasting
→ Benefit: The pipeline and reporting tools provide real-time visibility into deal progress and revenue projections, helping leadership make faster, data-driven decisions.
Salesforce > MS Excel 100/100 times over.
What do you like best about the product?
I love how intuitive and organized Salesforce is. The ability to keep large teams on the same page with their data is most paramount. Anyone who is still using Excel needs to switch today!
What do you dislike about the product?
Like any new system, it takes a lot of work to get used to new workflows and understanding Salesforce. You need to have someone come in as an implementor and designer to set everyone up for success because it is so robust.
What problems is the product solving and how is that benefiting you?
It is solving a data integrity issue. Having so many people using so many different spreadsheets as a source of truth is a nightmare. Salesforce unifies our data and keeps our team members on the same page.
my experience with salesforce
What do you like best about the product?
salesforce helps me in easy navigation of my day to day lead creation and opportunity follow ups and admission track as well. it helps me in managing all the reports at one place .it's very helpful CRM
What do you dislike about the product?
sometimes it creates link errors and tech errors due to which payment tracking is very difficult . however it gets resolved on time
What problems is the product solving and how is that benefiting you?
i have been using it from last 2 years and it's very beneficial for my target completion and has made my lead history access easy and convenient.
Salesforce Sales Cloud
What do you like best about the product?
You can manage all of your sales activities and other acct related activities easily
What do you dislike about the product?
The maintenance can sometimes be a bit much
What problems is the product solving and how is that benefiting you?
Sales Cloud is maintaining our entire customer journey
What Salespeople need - where they need it!
What do you like best about the product?
What I love best about Salesforce Sales Cloud is that I can build GTM Enablement programs in the place where my organization's Salesforce spends all of their time - Salesforce! I also love that I can tie enablement directly to business goals already tracked and reported on in the platform.
What do you dislike about the product?
I am a relatively new user, and the only thing I can think of is that there is some limited flexibility. For example, I would like to be able to add documents or videos instead of links only. Maybe that's on the roadmap.
What problems is the product solving and how is that benefiting you?
It's helping me tie tracking, reporting and results - hard numbers - to the enablement programs I create. It helps me understand what's working and what might need to be changed/updated.
Easy to Use
What do you like best about the product?
Sales Cloud offers a broad range of features including lead and opportunity management, sales forecasting, customizable dashboards, AI-driven insights (via Einstein AI), and more. The platform is highly customizable, enabling businesses to adapt it to their unique sales workflows.
What do you dislike about the product?
Due to its extensive features, new users may find it overwhelming at first. Proper training and onboarding are often necessary, especially for smaller teams without a dedicated admin.
What problems is the product solving and how is that benefiting you?
Sales Cloud centralizes all customer data—contacts, communication history, deal status, and support issues—in one unified platform. Automation tools and workflows (e.g., task reminders, email templates, and follow-up triggers) help CSMs focus on high-impact activities.
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