Agentforce Service
Salesforce, Inc.External reviews
7,003 reviews
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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.
Working with Salesforce
What do you like best about the product?
Salesforce is a great way to collect a lot of information on a client and know where they sit at all stages of their life cycle
What do you dislike about the product?
I dislike the ability to find information in a quick enough fashion. I sometimes find it a little harder to find what I am looking for on a client
What problems is the product solving and how is that benefiting you?
We have solved the issue of having lots of information on a client in a variety of places. This centralizes all information needed on a client.
Recommendations to others considering the product:
It is a great resource that helps provide all information needed on a client in one place. I like the overall ease of navigation in the tool and find it has many benefits.
Sales Force is a FREE Account Manager
What do you like best about the product?
Sales Force acts as an additional Account Manager of sorts and allows me to quickly find information concerning clients and accounts, as well as, cases related to each account. It's the gold standard of CRMs.
What do you dislike about the product?
Support for SForce is a bit cumbersome as you have to find your own support resource. There is no built in or free support for your subscription. YouTube, Google and other online resources are your best resource for community help.
What problems is the product solving and how is that benefiting you?
Before Sales Force we had no real CRM to manage our Accounts and the products that each client uses/purchases. SF has made that easier and more efficient. Additionally, we now log each and every call and help ticket in SF for account research purposes and metrics.
Great Membership Tool
What do you like best about the product?
With SalesForce it was easy to great member lists and send out emails to current and prospective members
What do you dislike about the product?
There were a lot of information, I feel I couldn't get to know the whole system.
What problems is the product solving and how is that benefiting you?
I realized it was east to compile a list and be able to reach out to certain members and not others that didn't need the emails
Recommendations to others considering the product:
Take your time to learn the software. There is so much you can do with it!
The world’s #1 customer service solution
What do you like best about the product?
Knowledge base, Console, Live Message, Live Agent, Case Management, Smooth Case routing, Reports and Dashboard to track the overall backlogs. I was involved in the customization of the Service Cloud for one of my organization. Most of your business requirements are achievable using the Points and clicks.
Waiting for the Einstein AI functionality eagerly to check how does it help my business.
Waiting for the Einstein AI functionality eagerly to check how does it help my business.
What do you dislike about the product?
I personally dislike the lightning UI. It is something I believe not that user friendly if you are familiar with the classic UI.
What problems is the product solving and how is that benefiting you?
First it is the best fitment for the companies already on Salesforce Platform. The reports and dashboards are amazing. The case Management becomes as smooth as it can be. And with using the communities we were able to integrate the Live Agent, Live Chat, knowledge Articles and specific Chatter groups to provide support to customer and partners.
Ticketing System - Just ok
What do you like best about the product?
The dashboard and layout is really easy to use, easy to train and is relatively customizable which makes for a great UX.
What do you dislike about the product?
Their pricing is unclear once you get into deeper programs. Technical support is not always on par, most recently we solved an issue that took more than two years to get to the root cause of. I don't have time to account for things like that.
What problems is the product solving and how is that benefiting you?
We use this as a customer care ticketing system. It's given us a good level of reporting that we can export and slice and dice with excel.
Recommendations to others considering the product:
Pay for the white glove implementation. Ensure you have a strong relationship with program manager.
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