Agentforce Service
Salesforce, Inc.External reviews
6,978 reviews
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Salesforce
What do you like best about the product?
The customization of the product and being able to create reports to track of the cases I work
What do you dislike about the product?
It can sometimes take a long time to load certain Queues that we have set up depending on the volume of cases. Especially if you try to set view to 200 or more. They do give a proactive warning pop up box regarding that potential though.
What problems is the product solving and how is that benefiting you?
The ability for our customer service team to answer and log cases worked
Recommendations to others considering the product:
Its a great tool to stay organized in the form of customer service.
Salesforce Review
What do you like best about the product?
The search feature and how one keyword can connect you to multiple items you're looking for all together.
What do you dislike about the product?
It is somewhat complicated in that error tickets come up a lot and it is very particular.
What problems is the product solving and how is that benefiting you?
I use Salesforce to support sales people within the company I work for.
Sales force is the best tool to track customers
What do you like best about the product?
The case and call history is great for tacking customers.
What do you dislike about the product?
Everything is awesome with this software.
What problems is the product solving and how is that benefiting you?
The customer history.
Recommendations to others considering the product:
Do it
Salesforce - that data you have and the reports you need
What do you like best about the product?
How easy it is to run reports. DASHBOARDS! So much info! Much Relevance!
What do you dislike about the product?
Sometimes if a colleague and I are both in the same file - one of us will lose that data we just entered.
What problems is the product solving and how is that benefiting you?
Shared data - lack of external excel reports - less data entry errors between platforms.
Sales
What do you like best about the product?
Good tracking and it helps with follow ups and boosts sales.
What do you dislike about the product?
Need more features on quotes and more storage.
What problems is the product solving and how is that benefiting you?
increase of sales and tracking opps
Recommendations to others considering the product:
low price and great functionality
Great way to track donors
What do you like best about the product?
I value Salesforce for its incredible potential.
What do you dislike about the product?
The layout is not at all intuitive, and definitely requires training. I'd like to see a more user friendly interface, akin to square space.
What problems is the product solving and how is that benefiting you?
Tracking participation in events is very helpful in identifying repeat participants.
Worlds best CRM
What do you like best about the product?
First and foremost Salesforce is secure. Salesforce CRM is very configurable. Provides lots of documents for user. Support is very good.
What do you dislike about the product?
They needs to more work on debugging process for developer.
What problems is the product solving and how is that benefiting you?
Salesforce is configurable, provides ready layouts for user. Non technical user also easily works and configure salesforce.
Program Administrator
What do you like best about the product?
It is fairly straight forward to use, and the design is simple enough.
What do you dislike about the product?
It has quite a few bugs, and limitations when it comes to labeling
What problems is the product solving and how is that benefiting you?
Its a great tracking system, and its one of the originals.
Salesforce Service Cloud
What do you like best about the product?
I enjoy the ability to visually track the "tickets" or service orders that myself or my team enters.
What do you dislike about the product?
I dislike the notification system - depending on the service office working the ticket, some CSRs will call, some will email, or some will just quietly update the ticket.
What problems is the product solving and how is that benefiting you?
Insurance and securities related tasks and issues regarding new business. Does increase efficiency overall.
Recommendations to others considering the product:
Take the time to read about all the features included in your particular program. There are a ton of ways to utilize Salesforce in your practice.
Useful, If Bulky
What do you like best about the product?
Very adaptable, good customization. You can customize it to pull the best analytics and make single pages that display everything you need.
What do you dislike about the product?
Too much customization does mean that Salesforce can get a bit bulky, and it can often confuse older people.
What problems is the product solving and how is that benefiting you?
Managing client accounts at a bank. Makes it easier to see investment portfolios and tailor options based on a customer's profile
Recommendations to others considering the product:
Worthwhile so long as you have a good tech support person in-office who can assist the...older crowd in making the transition.
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