Agentforce Service
Salesforce, Inc.External reviews
6,978 reviews
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Salesforce is a Powerfull Tool to work Cases
What do you like best about the product?
I like the ability to be able to manage customer cases in an organize matter, how I can have all communication with the client from within the platform, work files, have interoffice communication, add comments, social connectivity all in all is a powerful tool to work the type of technical cases that I manage on a daily basis.
This has got to be by far the most powerful CRM I have ever seen, want to handle leads there's no better app in the market.
This has got to be by far the most powerful CRM I have ever seen, want to handle leads there's no better app in the market.
What do you dislike about the product?
Files that are attached to a case, I don't like the way I have to manage those, to many steps to be able to view an image.
Setting up customize fields or when creating leads it can be challenging because there are too many steps you have to follow in order to configure it properly.
Creating Contacts or company is not an easy task
Setting up customize fields or when creating leads it can be challenging because there are too many steps you have to follow in order to configure it properly.
Creating Contacts or company is not an easy task
What problems is the product solving and how is that benefiting you?
I work for a major provider of a service and have millions of clients, we work on their technical issues. The tools makes it simple for us to work these cases from all these clients, all communication is done through the tool, all notes and documents are also handled from within the same tool.
Recommendations to others considering the product:
The tool is so complete, there are so many uses lead management, case creation and management and these are just two of the many uses you can have. There are so many use to salesforce, I have to provide support also to a lot of customer using the platform and majority are sales oriented and are very happy.
Desk was great for a while
What do you like best about the product?
I liked thatI was used to the functions of Desk, and it had become second nature to use.
What do you dislike about the product?
It was buggy and not always reliable. It was tricky to try and save a copy before sending a response to a customer.
What problems is the product solving and how is that benefiting you?
We were answering support emails from our customers through Desk. The integration with Live Chat was great.
Great Customer Service Solution for Small Company
What do you like best about the product?
Desk makes it easy to create macros (or snippets) for commonly used responses and allows you to create convenient filters and rules to automize and customize many common support processes.
What do you dislike about the product?
Sometimes the setup/relationship between filters and rules can get tricky and strangely-enough the classic version of Desk offers more features than NextGen.
What problems is the product solving and how is that benefiting you?
We use Desk to offer email support for our company. The benefits that we've seen is that Desk really helps us to make customer service responses faster and more intuitive.
Salesforce for nonprofits
What do you like best about the product?
The tool is infinitely expandable to your growth and your needs. Salesforce, depending on how you customize, can serve organizations of any type. For nonprofits, it serves donors, volunteers, programs, and HR. 10 licenses are offered for free to non profits. This should be enough for medium sized development teams.
What do you dislike about the product?
There is a need to hire a fulltime salesforce database manager or retaining of a salesforce consultant during your initial adoption or migration. Salesforce is very easy to break and triggers are sensitive if not programed correctly. This can be costly for price conscious non profits. Training is also a must for all users. It is a great learning curve compared to other CRMs.
What problems is the product solving and how is that benefiting you?
We use it to manage donors. Saleforce easily integrates with out payment platforms and donation platforms. We can run reports on our donors and target campaigns given good records. We can find donors by their giving amounts by any time frame. We can pull out households, estates, corporations, trust, funds, foundations, and individuals and target them with our development and marketing.
Recommendations to others considering the product:
Get expertise and professional consultation.
Good
What do you like best about the product?
Well organized, a good alternative to spreadsheets for data entry.
What do you dislike about the product?
Not quick to learn, can be difficult to navigate if you aren't sure what you're looking for.
What problems is the product solving and how is that benefiting you?
It's not always straightforward. Once you get the hang of it, its fine but when you're first starting it can be troublesome.
Solid workhorse for tech support
What do you like best about the product?
Integration with sfdc platform ability to customize to business needs
What do you dislike about the product?
Workflow could be improved. Complexity in deploying.
What problems is the product solving and how is that benefiting you?
Tech support
It does the job!
What do you like best about the product?
I like that multiple people are able to access the platform and track their progress.
What do you dislike about the product?
I don't like that certain data is not automatically uploaded or updated.
What problems is the product solving and how is that benefiting you?
We are able to track donor database information on a daily basis. We are able to create accurate reports for reconciliation.
Really simple and quick
What do you like best about the product?
There wasn't any superflous steps, and didn't have to repeat myself with getting data in.
What do you dislike about the product?
Asked a bit too much for satisfaction ratings, and making sure they are on the right track as a service/product.
What problems is the product solving and how is that benefiting you?
Quicker time to resolution, smooth integration with the rest of my salesforce data on customers, internal opportunities, etc.
Lot's of great tools and add ons that immeditally add value to business.
What do you like best about the product?
Sales Force Apps are very powerful. It's important to have someone very knowledgable with how Salesforce works.
What do you dislike about the product?
Per license cost is expensive. Standard support is slow to respond.
What problems is the product solving and how is that benefiting you?
Improve customer service to customers. Improve tracking incidents.
Recommendations to others considering the product:
Salesforce Service Cloud works well if you understand how their workflows are used and if you need an easy way to connect customer tickets with customer info in sales force.
Salesforce Cloud Review
What do you like best about the product?
Tasks make account management of large book sizes maintainable, Nothing goes missing or over looked with Outlook Email Log, Account Management and Sales work better together with Opportunity Identification tracking. the entire platform is customizeable and detail oriented to fit the needs of your organization
What do you dislike about the product?
The console view could be a little more updated and visually appealing. Overall the visuals of salesforce appear archaic to some of their competitors. The email FROM Salesforce also never appears formatted well and could be improved. Customizing SF for your organization can be a difficult task and a long process. the price point is also higher than competitors.
What problems is the product solving and how is that benefiting you?
Easy account management and communication with clients, tracking, sales and closing the opportunity loop , client communication integration, activity tracking with reporting. Tasks to assign to yourself and teammates help to make sure that you never miss a beat in keeping your clients happy and up to date. overall it improves speed of workflow.
Recommendations to others considering the product:
It can be a bit pricey from what I have heard but the features are much more robust and there are so many customizeable features. I have used Salesforce in 3 different companies and each company used it a little different or had extra features that made the platform unique to your organization. I believe it is essential for account documentation and closing the loop on sales pipeline. Nothing goes missing when all emails and calls are synced to salesforce.
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