Overview
Humans with agents drive sales success with the #1 agentic platform for sales, built on the deeply unified Salesforce Platform. Empower every seller with their own agent to drive growth, from pipeline to paycheck. With Agentforce, sellers accelerate productivity and drive revenue on one integrated platform. Sales Cloud provides sales capabilities and tools built for an entire sales organization: from sales leaders to reps to sales operations, across prospecting, deal and account management, performance and operations, revenue management, and partner management. With Sales Cloud, businesses can create lifelong customers by connecting their entire organization and unifying all data sources on a single integrated platform. And with Agentforce for Sales, customers can build a limitless sales team with a digital workforce.
Highlights
- Agentforce for Sales: Scale success with agents who prospect, book meetings, coach reps, and streamline quoting. Built on Salesforce, it delivers trusted support. Data Cloud connects CRM and third-party data, leveraging RAG for insights. This AI and data combo boosts productivity, improves customer experiences, and accelerates growth. Your sales team without limits.
- Sales Data: Close deals faster with better sales data, all in one place. Capture activities and update your CRM automatically. Harmonize your disparate data from any source in Salesforce for a complete view of your business using Data Cloud. Empower sellers with more accurate insights and relevant AI grounded in your data, all powered by the Salesforce Platform.
- Automation on a Single Platform: Simplify your tech stack by managing your entire sales process and team on an integrated platform. Close pipeline gaps with targeted sales programs. Scale fast by effectively engaging and managing partners. Streamline the revenue lifecycle with revenue and orders. Ignite sales performance with data-driven planning and transparent commissions. With Sales Cloud, every element is connected and native to CRM, reducing costs & improving visibility and efficiency.
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Customer reviews
My Go-To CRM for Daily Operations - Best tool to manage your accounts
Heavy system but can do it all
Salesforce Sales Cloud
It’s super flexible too. We’ve been able to customize it to fit exactly how we work, and the best part is it can grow with us. So if things scale up, we’re not stuck starting over with a new system.
It also plays really well with other tools we use stuff like Office 365, Groove, and Clari. And if we need something more specific, it lets us connect whatever we need and make customizations.
The automation and AI features are awesome. We’ve been able to automate a lot of repetitive stuff, and the built-in AI actually gives useful suggestions.
Since it’s cloud-based, we can use it from anywhere and anytime, which has been great for a daily remote worker like me. And the AppExchange is full of ready-to-go apps we can just plug in when we need something quick.
Oh, and the dashboards? Super helpful. We can track everything in real time without having to dig through spreadsheets.
First off, it’s not the easiest system to learn. There’s a steep learning curve, especially for new users. You kind of need someone who really knows what they’re doing to set it up and maintain it properly.
It’s also pretty expensive. Between licenses, add-ons, and customization, the costs can add up fast. Especially for smaller teams or companies just starting out.
Sometimes it feels like it's trying to do too much. There are so many features that it can get overwhelming, and not all of them are relevant to every team.
Customizing it is powerful, but also kind of a double-edged sword. If you don’t have a dedicated admin or dev, even small changes can become a pain or break something else.
And the user interface, while it’s improved, still feels a bit clunky in places. Some things take more clicks than they should, and finding the right settings or data can be a bit of a maze.
Lastly, support can be hit-or-miss. Sometimes it’s great, but other times you’re waiting way too long for answers unless you’re on one of the higher-tier plans.
It is also super helpful for managing our sales pipeline. We can see exactly where each deal stands, what is coming up, and what needs attention. That visibility makes it way easier to stay organized and hit our goals.
On the marketing side, we can run campaigns, track performance, and segment audiences without jumping between tools. It streamlines a lot of the process.
For support, it is great too. Our service team can manage cases efficiently and respond faster, which makes a big difference in customer satisfaction.
What I also like is how it brings the whole team together, especially now with Slack integrated. Everyone is working from the same data and can communicate in real time.
The reports and dashboards are another big plus. We can track everything in real time and actually use that data to make decisions, not just look at it after the fact.
It also saves time with automation. A lot of the repetitive stuff like assigning leads, sending follow ups, or triggering workflows just runs on its own now.
And finally, it is flexible. As we grow or shift our processes, we can customize Salesforce to fit. Whether it is building a custom app or adjusting a workflow, it is built to scale with us.