Agentforce Sales
Salesforce, Inc.External reviews
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Salesforce Sales Cloud Fits for Just About Every Industry But...
What do you like best about the product?
There's lots of features and functionality that relatable to many industries but beware what they say is 'out of the box' a lot of this still needs to be set up and configured by a Salesforce admin. I've heard many times that "it doesn't work" like advertised but IT WILL IF set up correctly.
Sales Cloud was already pretty competitive in the market but they updated the package to include Sales Engagement and Einstein components which is PHENOMENAL. For those unfamilair with what these are, its automation capabilities that accelerates core functionality. It makes so much more sense and the pricing finally gets closer to reflecting the full capability.
I also describe Salesforce as the 'Apple' when it comes to apps. There's apps for just about everything on the app exchange. Unlike Andriod users who would often have to wait for certain apps, the app exchange (aka store) is pretty big. Lots of connectors.
Sales Cloud was already pretty competitive in the market but they updated the package to include Sales Engagement and Einstein components which is PHENOMENAL. For those unfamilair with what these are, its automation capabilities that accelerates core functionality. It makes so much more sense and the pricing finally gets closer to reflecting the full capability.
I also describe Salesforce as the 'Apple' when it comes to apps. There's apps for just about everything on the app exchange. Unlike Andriod users who would often have to wait for certain apps, the app exchange (aka store) is pretty big. Lots of connectors.
What do you dislike about the product?
A lot of functionality makes sense from a technological perspective but not from a user perspective. It almost feels like they rushed certain things and cut corners on little things that truly change the every day user experience. A few examples:
-Sales can be a high turnover role everywhere and you can't mass transfer cadences easily. You manually can change targets 200 at a time....but for high performing roles there's easily 50k or more targets.
-lookup fields are single select. This is the most common asked for feature over my years and unfortunately all other CRMs have or just released this out of the box.
-they moved basic products like Action Plan out of Sales Cloud. This is a tool that reinforces a business process using a defined set of auto tasks. Why was this restricted to industry specific clouds? Or guided prompts. Even on the Unlimited version you only get 3 now. They nickle and dime you to get more and this accelerates user adoption greatly.
-Sales can be a high turnover role everywhere and you can't mass transfer cadences easily. You manually can change targets 200 at a time....but for high performing roles there's easily 50k or more targets.
-lookup fields are single select. This is the most common asked for feature over my years and unfortunately all other CRMs have or just released this out of the box.
-they moved basic products like Action Plan out of Sales Cloud. This is a tool that reinforces a business process using a defined set of auto tasks. Why was this restricted to industry specific clouds? Or guided prompts. Even on the Unlimited version you only get 3 now. They nickle and dime you to get more and this accelerates user adoption greatly.
What problems is the product solving and how is that benefiting you?
Task management. Data quality monitoring. Sales pipeline and customer life cycle management. Automatic activity tracking so our sales people can do what they do best: sale! But natively these automatic logs aren't stored long enough for reporting purposes. Great pre-built dashboards and reports that can be edited for a fast starting point. Amazing support through the Trailhead Community and walk throughs on Trailhead. Complete the trail and anyone can be a basic Salesforce admin. Dont have the time to do the trails? Lot's of admins can be found for project hire in the new employer marketplace. Everything built on desktop is also automatically applied to the mobile app-no separate build needed.
Great CRM and Sales solution
What do you like best about the product?
Automation, Flexibility and different feature out of the box such as reports and dashboards
Additionally all the new roll outs give you point and click features to integrate with other systems, automate your business processes with flow and now cherry on the top are the AI features which helps and assist the team with their tasks and operations
Additionally all the new roll outs give you point and click features to integrate with other systems, automate your business processes with flow and now cherry on the top are the AI features which helps and assist the team with their tasks and operations
What do you dislike about the product?
Some of the feature limitations such as you can`t schedule a joint report and few limitations
What problems is the product solving and how is that benefiting you?
More productivity in the overall sales process plus automated reports and dashboard make it really easy to keep track of the numbers and different measures/KPI
Salesforce Inbox - Time savings at your fingertips!!!
What do you like best about the product?
I love being able to attach outside email messages to the Salesforce profiles. It allows me to see if they have opened the correspondence and I also love the text shortcuts which also save me time.
What do you dislike about the product?
I wish there was capacity for more text shortcuts. I also remember from a while back a feature that allowed you to send contacts a message that you would like them to update their information and when they did it automatically updated in their Salesforce profile. I loved that feature and do not believe it is still available. If it is, I do not know how to access it.
What problems is the product solving and how is that benefiting you?
It solves me wondering whether or not someone saw and opened my messages. It also keeps me from having to retype the same standard messages over and over. I like the fact that it can attach to multiple contacts from the same company.
The sky is the limit on how Sales Cloud can enhance efficiencies for your business
What do you like best about the product?
Ability to implement quickly and easily with out of the box functionality, and from there the sky is the limit - there is very little customization that can't be accomplished either declaratively or with a third-party app. The Lightning UX is clean and intuitive for both admins and end users.
What do you dislike about the product?
Licensing for the platform is not cheap, and you are locked into your spend for the duration of your contract, so give careful consideration before purchasing additional licenses or add-on products.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud has significantly streamlined and automated our Sales and Customer Service processes to offer a smoother, more consistent experience for prospects and customers. The robust reporting capabilities within Sales Cloud allow our leadership team to react proactively, instead of reactively, to what is happening in our business.
Salesforce Sales Cloud Review - a user and implementer perspective
What do you like best about the product?
Salesforce CRM Sales cloud offers comprehensive, quick and versatile sales process related solutions with excellent user interface. As a result, a user can perform a wide variety of action quickly.
What do you dislike about the product?
Not much to dislike, but I wish that CPQ (Configure Price Quote), an addon, to sales cloud need to be more flexible. One needs to purchase CPQ licence just view what some other user has edited using CPQ licence
What problems is the product solving and how is that benefiting you?
It helps manage all sales related business processes and reports. As a user I can do enquiry management, opportunity management, Sales order booking, execution, dispatch management and many other applications. Apart from this the ease with which the reports and dashboards that can be created is phenominal
Great CRM
What do you like best about the product?
Easy to create and edit new fields for different kinds of objects, extremely customizable, intuitive and has good documentation.
What do you dislike about the product?
The reports should have more features and the possibility to include more row-level calculations and the possibility to report on files and attachments related to Opportunities. Also, the dashboards are quite limited.
What problems is the product solving and how is that benefiting you?
Salesforce Cloud is our core CRM and it can integrate with almost all our other tools. We use it to track our pipeline and the activities made through the other tools I mentioned.
Recommendations to others considering the product:
Be conservative when creating custom fields and layouts. It will be hard to manage later
It is very for make automae your sales process business
What do you like best about the product?
Customization: Salesforce Sales Cloud Suite offers extensive customization options, allowing businesses to tailor the platform to their specific sales processes and requirements. Users can create custom fields, workflows, and reports, ensuring that the CRM aligns with their unique business needs.
Integration Capabilities: The suite seamlessly integrates with various third-party applications and tools, enabling users to leverage additional functionalities and consolidate their sales ecosystem. Integrations with marketing automation platforms, email clients, document management systems, and other tools enhance efficiency and provide a unified view of customer interactions.
Integration Capabilities: The suite seamlessly integrates with various third-party applications and tools, enabling users to leverage additional functionalities and consolidate their sales ecosystem. Integrations with marketing automation platforms, email clients, document management systems, and other tools enhance efficiency and provide a unified view of customer interactions.
What do you dislike about the product?
Complexity: Some users may find the platform complex, especially during the initial setup and configuration. The extensive range of features and customization options can be overwhelming for new users, requiring a learning curve to fully utilize the suite's capabilities.
Cost: Salesforce Sales Cloud Suite is a premium CRM solution, and the pricing can be a concern for smaller businesses or startups with limited budgets. The suite offers different editions with varying features and pricing plans, and some businesses may find it expensive compared to other CRM options.
User Interface: While Salesforce has made efforts to improve the user interface over the years, some users still find it
Cost: Salesforce Sales Cloud Suite is a premium CRM solution, and the pricing can be a concern for smaller businesses or startups with limited budgets. The suite offers different editions with varying features and pricing plans, and some businesses may find it expensive compared to other CRM options.
User Interface: While Salesforce has made efforts to improve the user interface over the years, some users still find it
What problems is the product solving and how is that benefiting you?
Sales Process Efficiency: The suite offers tools and features to automate and optimize sales processes, such as lead management, opportunity tracking, and pipeline management. This streamlines sales workflows, reduces manual effort, and enables sales teams to focus on closing deals rather than administrative tasks. As a result, sales productivity increases, and sales cycles are shortened.
Sales Forecasting and Analytics: Salesforce Sales Cloud Suite provides robust reporting and analytics capabilities, enabling businesses to gain valuable insights into their sales performance. It helps identify trends, track key sales metrics, and generate accurate sales forecasts. This data-driven approach allows businesses to make informed decisions, allocate resources effectively, and improve overall sales strategy.
Collaboration and Communication: The suite facilitates collaboration among sales teams and other departments within an organization. It offers features like shared calendars, real-time updates, and task management, fostering better communication and coordination. This leads to improved team collaboration, reduced duplication of efforts, and enhanced efficiency across the sales organization.
Sales Forecasting and Analytics: Salesforce Sales Cloud Suite provides robust reporting and analytics capabilities, enabling businesses to gain valuable insights into their sales performance. It helps identify trends, track key sales metrics, and generate accurate sales forecasts. This data-driven approach allows businesses to make informed decisions, allocate resources effectively, and improve overall sales strategy.
Collaboration and Communication: The suite facilitates collaboration among sales teams and other departments within an organization. It offers features like shared calendars, real-time updates, and task management, fostering better communication and coordination. This leads to improved team collaboration, reduced duplication of efforts, and enhanced efficiency across the sales organization.
Recommendations to others considering the product:
Yes
SFDC Sales Cloud CRM Review
What do you like best about the product?
For me, as a software engineer who recently got his hands dirty in Salesforce, I must say that I'm extremely impressed with the tools available for development (Dev console, VS Code extensions, chrome extensions...). From a functional or user perspective, the out of the box functionalities would basically suffice in going to production easily.
What do you dislike about the product?
Limits, Limits and Limits. One of the main disadvantages of sfdc from a dev perspective is limits and there isn't a lot of documentation to work around them. From a user perspective, it's not much of a user-friendly even with the lightning experience, it's still dense and too much to process for newbies.
What problems is the product solving and how is that benefiting you?
When it comes to handling complex sales scenarios, Salesforce is very powerful, the out of the box features are enough to launch your sales cloud easily, fully and easily customizable.
Salesforce with AWS
What do you like best about the product?
Salesforce provide good platform to connect with customer and businesses. So we can manage customer, lead and cases with one place in Salesforce sales cloud. Helpful for customer
What do you dislike about the product?
It's very complicated to understand flow of object and field with relationship in Salesforce.
What problems is the product solving and how is that benefiting you?
In Salesforce we solve custom problem and standard. Created new field and object to relationship with the same. Created report and dashboard.
Salesforce is great. Love the integration capabilities.
What do you like best about the product?
The integration capabilities and the ability to customize. Platform is extensible.
What do you dislike about the product?
Platform is very flexible and extensive. But this can get really complicated.
What problems is the product solving and how is that benefiting you?
Ability to have a central repository of our client data.
Recommendations to others considering the product:
Know your data and know your sales processes.
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